Creating accounts

Accounts > Maintaining accounts > Creating accounts

You already have an extensive set of accounts based on the selections you made when you created your company file using the New Company File Assistant. You may want to create additional accounts that will help you track your business activity.

Step 1: Choose the type of account you want
Step 2: Enter basic information about the account
Step 3: Enter budgets for the account (optional; detail accounts only)
Step 4: Link the account to a transaction type (optional; detail accounts only)
Step 5: Enter your detail accounts' opening balances
Step 6: Enter your detail accounts' historical balances (optional)

Related topics
Account names and numbers
Opening balances

Historical balances