How to Add a Account to the Chart of Accounts?

Modified on Mon, 24 Jul 2023 at 03:33 PM

You can view the video procedure or follow the steps below. This video procedure is available with English subtitles. Start the video, click on “⚙️” and on “Subtitles,” and choose “English (Canada).”



Steps to Follow


Note: The accounts should have a different account number. We recommend that the account number of the accounts of the same type start with the same number to ease your accounting (all the “Income” accounts start with a four, all the “Liabilities” accounts start with a two, etc.).


1. Go to the “Accounting” tab and the “Chart of Accounts” subtab.


2. Determine the type and the association (Assets – Account Receivable, Equity – Dividend, Income – Heating fees, etc.) of the account you want to create.


3. Click on “Add” at the top right.


4. Enter the new account number and its name, and select the association.


5. Click on “Finish.”


You have now added an account to the chart of accounts.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article