How to Add a Account to the Chart of Accounts – Proprio Expert How to Add a Account to the Chart of Accounts - Proprio Expert

How to Add a Account to the Chart of Accounts

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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.

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