Step 5: Accounts

Accounts are used to identify and group income and expense transactions.

Each company has and maintains its own chart of accounts which are related to the specific needs of that company.

In this step, we are going to use the Accounting module to enter chart of accounts information.


Start the Accounting module by clicking on the Accounting icon on the Navigation menu.

When this is done, the Accounting screen (shown below) will be presented.




Next, choose the Accounts/Setup menu option to open the chart of accounts maintenance screen (shown below):




Use this buttons on this screen (New, Edit and Delete) to maintain your companies specific chart of accounts records.

When you are done making changes, click the Close button to exit this screen.





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