Add an account
Your chart comes ready. Add an account when you want a cost or income tracked on its own.
On the computer, 5 steps
Guide 4 of 14 in Accounting
-
New account
In Accounting › Chart of Accounts, click New account.

-
Pick the parent
In Under the account, pick where it belongs. It takes that account’s class.

-
Code and name
Type a free code and the name, then click Save.

-
Find it
Type its code in Code or name: it sits under its parent.

-
Remove it
Not used yet? Open it and click Delete. Once used, untick Active instead.

Next step
More guides
- 1Invite your accountantName and e-mail, and they get their sign-in details.
- 2Move your books inYour old journal, account by account, checked.
- 3Open your booksCheck the opening, then open the books.
- 6Record a journal entryType the lines, check the balances, send.
- 7Lock a monthClose a finished month to any change.
- 8Reopen a monthAsk to reopen a locked month, then approve it.
- 9Check the VAT you oweThe figures for your monthly VAT return.
- 10Read your profit and lossIncome, expenses and profit, down to each line.
- 11Read your balance sheetAssets, liabilities and equity on one page.
- 12Check your trial balanceDebits equal credits, account by account.
- 13See an account’s historyOne account, line by line, back to the sale or expense.
- 14See who owes youCustomers and suppliers, sorted by age.
- The Accounting appAccounting
- All guidesLearn