Add or Remove Accounts

1. 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
   • 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:

• 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.
• The account has not been used in transactions belonging to the current or previous year.

1. 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.