Navigate to the desired Company #
- From the main dashboard or company list, locate the company whose chart of accounts or categories you want to update.
- Click on the company name (or the corresponding “Open” / “View” button) to enter that company’s profile or accounting setup area.
- Confirm you are in the correct company by checking the company name or ID at the top of the screen.
Click on the plus button next to “Category” #
- Within the company’s accounting or setup section, go to the Categories or Chart of Accounts page.
- Look for a “+” (plus) button or “Add Category” button next to the Category heading or within the list of existing categories.
- Click this plus button to start creating a new account entry under the selected category.
Enter the desired Account Name, Type, Account, and Sub‑Account #
- In the “Add Account” or “New Category” form that appears, fill in the following fields:
- Account Name: A clear, descriptive name (e.g., “Office Supplies,” “Consulting Revenue”).
- Type: Choose the correct account type from the dropdown (e.g., Asset, Liability, Equity, Income, Expense), based on how this account should behave in reports.
- Account: Enter the main account code or number if your system uses a numbering scheme (e.g., 5000 for Expenses, 4000 for Revenue).
- Sub‑Account (if applicable):
- If this account should sit under a parent account (e.g., “Office Supplies” under “Administrative Expenses”), choose or enter the parent account.
- This helps organize reporting and roll‑up totals correctly.
- Review all details for accuracy (especially Type and Account code), then click Save / Create to add the new account to the company’s categories.
