Chart of Accounts Record Window

The Chart of Accounts Record window allows you to add or modify information about individual accounts: create sub-accounts, merge accounts, change the name or number of an account, or rearrange the account order as it appears in your Chart of Accounts.

Use these tabs to make your changes:

Account tab

What do you want to do on this tab?

Change this account's type

Add or change the GIFI code for this account

Exclude Zero-balance Accounts from Financial Statements

 

Class Options tab (Subgroup and Group accounts)

What do you want to do on this tab?

Change this account's class

Create a new bank account

Add a foreign currency bank account

Use this account for online banking

Change the next cheque number for this account

Additional Information tab

What do you want to do on this tab?

Add or change this account's Additional Information text

Turn on or off the Additional Information Notes window for this account

Reconciliation and Deposits tab (Subgroup and Group accounts)

What do you want to do on this tab?

Set up this account for reconciliation

Related Historical Accounts tab (Subgroup and Group accounts)

What do you want to do on this tab?

Add or change a related historical account for this account

Departments tab (Subgroup and Group accounts) (Premium)

What do you want to do on this tab?

Assign a department to this account

Budget tab (Revenue and Expense Subgroup and Group accounts)

Departmental Budgets (Premium)

What do you want to do on this tab?

Set up a budget for this account

Balance tab (Foreign Currency Accounts Receivable or Payable)

Notes tab (Premium)

What do you want to do on this tab?

Add a note to this account

What do you want to do?