HOW TO ADD A NEW ACCOUNT(CHARTS OF ACCOUNT)

by | Sep 11, 2023 | Accounting Software, TUTORIALS

Welcome to our comprehensive guide on “How to Add a New Account (Charts of Account).” In this tutorial, we’ll navigate the steps to seamlessly incorporate a new account, enhancing your financial record-keeping.

STEP 1:

From the hompage click on the accounting icon.

STEP 2:

Click ‘Charts of Account’.

STEP 3:

Click ‘Add New Account’.

STEP 4:

Fill in the corresponding details and then click ‘Save’.

How to Add a New Account

CONCLUSION

Congratulations! You’ve successfully learned how to add a new account to your Charts of Account using our step-by-step guide. Now, you can maintain precise financial records and optimize your accounting.

Signup now for Free and enjoy unlimited Quotations & Invoices at grofleX

HOW TO ADD A NEW QUOTATION DETAIL

Welcome to our comprehensive guide on "How to Add a New Quotation Detail." In this tutorial, we'll take you through the step-by-step process of seamlessly incorporating a new quotation detail, enhancing the precision and flexibility of your business proposals. STEP 1:...

HOW TO EDIT QUOTATION DETAILS

Welcome to our comprehensive guide on "How to Edit Quotation Details." In this tutorial, we'll walk you through the steps to seamlessly modify and update quotation details, ensuring accuracy and professionalism in your business proposals. STEP 1: From the homepage...

HOW TO START A SUBSCRIPTION FOR A RECURRING INVOICE

Welcome to our comprehensive guide on "How to Start a Subscription for a Recurring Invoice." In this tutorial, we'll walk you through the steps to initiate a recurring invoice subscription, simplifying your billing process for ongoing services. STEP 1 From the...

HOW TO SET RECURRING INVOICE SETTINGS

Welcome to our comprehensive guide on "How to Set Recurring Invoice Settings." In this tutorial, we'll walk you through the steps to configure recurring invoice settings, streamlining your billing process for ongoing services. STEP 1: From the homepage under ‘Quick...

HOW TO ADD SIGNATURE TO AN INVOICE

Welcome to our comprehensive guide on "How to Add Signature to an Invoice." In this tutorial, we'll show you the simple steps to incorporate signatures, adding a personal touch and authenticity to your invoices. STEP 1: From the homepage under ‘Quick Links’, click on...

HOW TO EDIT COMPANY DETAILS IN INVOICE

Welcome to our comprehensive guide on "How to Edit Company Details in Invoice." In this tutorial, we'll walk you through the steps to seamlessly customize and update company information on your invoices for a professional touch. STEP 1: From the homepage under ‘Quick...

HOW TO DO ADD TERMS OF PAYMENTS FOR INVOICES

Welcome to our comprehensive guide on "How to Add Terms of Payments for Invoices." In this tutorial, we'll guide you through the process of setting up payment terms for your invoices, ensuring smooth financial transactions. STEP 1: From the homepage under ‘Quick...

HOW TO ADD A NEW ARTICLE UNIT

Welcome to our guide on "How to Add a New Article Unit." In this tutorial, we'll navigate the steps to seamlessly incorporate a new article unit into your system, enhancing product management. STEP 1: From the homepage under 'Quick Links', click on 'Create Invoice'....

HOW TO CUSTOMIZE INVOICE’S COLUMN FOR ARTICLES

Welcome to our comprehensive guide on "How to Customize Invoice's Column for Articles." In this tutorial, we'll walk you through tailoring your invoice's article columns to meet your specific business needs, ensuring precise and professional invoicing. STEP 1: From...

HOW TO CUSTOMIZE INVOICE SETTINGS

Welcome to our guide on "How to Customize Invoice Settings." In this tutorial, we'll lead you through the process of tailoring your invoice settings to meet your business needs, ensuring professional and personalized invoicing. STEP 1: FArom the homepage click on the...

Free forever Unlimited estimates & invoicing

no card/payment IS needed to sign up
Start Free now