How can I set up ledger accounts for my company in the system?

October 18, 2021 8:55 am Published by bbaltasar
  1. Click the Ledger Accounts button on the Settings drop down.
  2. You can add your company’s ledger accounts by clicking the Add New Column below the Ledger Accounts list.
  3. Provide the Account Name, Account Code, Account Description, Account Summary, and Account Type. Click on the check button under Actions or press Enter on your keyboard to save the account.
  4. You can edit a ledger account by double clicking the cell that needs editing.
  5. You can delete a ledger account by clicking the trash icon under the Actions column.