Accounts - Add a GL Account

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A general ledger account is an account used to sort and store balance sheet and income expense statement transactions. The following steps will demonstrate how to add a general ledger account to a communities' chart of accounts.

Related articles: How to add an account range 



1. Click General Ledger then Accounts 


2. Under the Add Accounts fill in the following information 

Account # Account numbers must be unique. 

Name Name of the Account. Will appear on financial reports


3. Click Add 

The newly created account will be found in the appropriate account range 

4. Update if needed (optional)

5. Once completed, click Save All 



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