Step 1. Go to Chart of Account menu under the Accounting module in the left sidebar
Step 2. Click on the Add button
Step 3. In the Account popup, fill in the following detail 1. Select the Account type 2. Select the Detail type. You can create a different detail type at the Account detail type page. 3. Enter the account name 4. Select the Parent account (optional) 5. Enter the Balance and as of (optional). Only specialized account types show this field. 6. Enter the Description (optional) If you want to enter the number for the account, and show the account number on the Chart of account , reports and transactions page, you must enable Enable account numbers and Show account numbers.
Step 4. Click on the Save button
Delete account
Only accounts that are not the default account and have no related transactions can be successfully deleted.
Views:
132
Recent Articles
Labor Cost Calculation Guide
22
Customizing Ticket Statuses in Customer...
16
Convert to Invoice or Expense & Create I...
41
Service Appointment in Field Service
53
Work Orders in Field Service
43
Popular Articles
Warehouse
2544
Item Settings
2055
Plaid environment & Setup Your Bank Acco...
1858
General Accounting Settings
1723
Connect your X (Twitter) account and Syn...
1622
Register
Due technical issue
Login
Forgot Password?
We Care about your privacy
Your experience on this site will be improved by allowing cookies.