Add or Remove Accounts

To quickly add an account to the list:

1. In the Home window, open the Setup menu, select Setup Guide, then click Accounts.
2. In a new line, type the Account Number and press Tab.
3. Type the Account Name and press Tab.
4. Select an Account Class from the drop-down list.
5. Select an Account Type from the drop-down list.
6. (Optional) Enter the account's Opening Balance if in History mode.
7. (Optional) Enter the account's Opening Foreign Balance. Note You must first turn on Foreign Currency Transactions for that account.
8. Repeat steps 2-7 to add another account or click Save and Close if you are finished.

To edit or enter additional information about an account, either double-click on the account line or select it in the grid and click Edit Account to jump to the Chart of Accounts Records window.

1. In the Home window on the Setup menu, choose Wizards, and then Modify Accounts.
2. Select Add to add a new account.
3. Click Next. Follow the steps in the wizard to add the account.

1. In the Home window, click the Accounts tab, and then the Accounts icon.

   If you are adding an account in Sage Simply Accounting First Step, in the Home window, on the Tools menu, choose For My Accountant, and then Account Information.

2. On the File menu choose Create.
3. (Required) In the Account box, type the account number you will use for this account, followed by the name of the account.
4. Fill in the information on the following tabs:
   • Account
   • Info
   • Class Options
   • Additional Info
   • Reconciliation and Deposits
   • Related Historical Accounts
   • Departments
   • Notes (Premium)
5. (Optional) If you want to make this account inactive, select the Inactive Account check box.
6. Click Save and Close.

You can only remove an account if:

• You have finished entering your company's historical information.
• The account has a zero balance.
• It is not a permanent account (a message identifies these accounts if you attempt to remove them.)
• It has not been used in transactions belonging to the current or previous year.
• It is not being used as a linked account in your company.
• The account has not been used in transactions belonging to the current or previous year.

1. Open the Setup Guide and click Accounts.
2. Select the account in the list.
3. Click Remove Account on the toolbar.

1. In the Home window, click the Accounts tab, and click the Accounts icon.

   If you are removing an account in Sage Simply Accounting First Step, in the Home window, on the Tools menu, choose For My Accountant, and then Account Information.

2. On the File menu choose Remove.
3. Click Save and Close.

1. In the Home window on the Setup menu, choose Wizards, and then Modify Accounts.
2. Select Remove to remove the account.
3. Click Next. Follow the steps in the wizard to make your changes.