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:
144
Recent Articles
Labor Cost Calculation Guide
134
Customizing Ticket Statuses in Customer...
123
Convert to Invoice or Expense & Create I...
139
Service Appointment in Field Service
157
Work Orders in Field Service
148
Popular Articles
Connect your X (Twitter) account and Syn...
3317
Warehouse
2671
Item Settings
2214
X (Twitter) Analytics
2065
Plaid environment & Setup Your Bank Acco...
2006
Register
Due technical issue
Login
Forgot Password?
We Care about your privacy
Your experience on this site will be improved by allowing cookies.