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Create a New Account #

You can add more accounts to Chart of Accounts anytime you need to track other types of transactions. Here’s how:

  • Go to Accounts on the left sidebar, and select Chart of Accounts
  • Click Add New button in the top right corner.
  • On the Add New Account page, fill in the following fields
    • Enter unique Account Id
    • Enter Account name
    • Select an account type
    • Specify whether the new account is a debit or credit account
    • Select account’s currency
    • If this account is a subaccount, select the Parent Account it belongs to
  • Click Save