Create Chart of Accounts

Chart of Accounts is set-up from the Admin Explorer tab. A wizard will walk through the five steps required to set-up an account in a company’s CoA.

The five steps are:

1. Associate account to a company.

2. Establish the entity.

3. Enter account processing information.

4. Specify additional Chart of Accounts criteria (this is optional).

5. Specify results (this is optional).