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Category: Chart of Accounts Setup

How do I add an account to the Chart of Accounts?

To add a new account to your chart of accounts, start by selecting Setup on the menu toolbar and choose Chart of Accounts. Then click on the Add New GL Account button. Choose the account type you want to add, review the description provided for that account type, and click on Next. Choose the General Ledger Account, review the definition provided, and click on Next. Make any necessary changes to the Account Name, assign an account number, verify the account type is correct and click on Finish.