To set up your chart of accounts, click on Configurations, then click on Chart of Accounts.

On the chart of accounts page, you will see your existing accounts, and have the ability to set up new accounts by clicking on +New Account.

On the New Account page, enter the name of your new account and select the appropriate category from the drop-down list. You can also set-up parent and sub-accounts. To learn more about the different account categories see our article on Chart of Accounts Categories.

Finally, see our article on Chart of Accounts to learn more about why they are so important for your business.

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