Create an account

  1. Open the Chart of Accounts screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. In the Account field, enter a code of up to eight alphanumeric characters to identify the account.
    Note: Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote. In addition, the code cannot begin or end with a space.
  4. Press Tab.
  5. In the Name field, enter the name of the account.
  6. Complete the fields as described on the Chart of Accounts Screen Field Reference.
  7. Click Save Account.