Customizing Your Chart of Accounts

• Add an Expense Category,

• Add a Bank Account,

• Add an Other Charge definition,

• Add an Asset Account,

• Add a Liability Account,

• Add an Equity Account,

• Add a Payroll Liability Account, or

• Setup a Contact with an account receivable or payable.

NOTE: Sub Accounts in the software are not numbered or detailed in General Ledger Reports. They are simply summarized in the Reports.

** Not all Accounts have Sub Accounts.

The software allows you to renumber:

1. • Accounts (within a defined range)

   • Sub Account Totals (within a defined range)

You may NOT renumber:

1. • Block Headings

   • Section Headings

   • Section Totals

   • Block Totals

The software allows you to rename:

1. • Block Headings

   • Accounts

   • Sub Account Totals

   • Block Totals

You may NOT rename:

1. • Section Headings

   • Section Totals.

• Assets - 1000 to 1999

• Liabilities - 2000 to 2999

• Equity - 3000 to 3999

• Revenue - 4000 to 4999

• Expenses - 5000 to 5999

1. Highlight the Account in the General Ledger Manager.

2. Click the Properties tool in the toolbar.

3. Use the Update GL Account dialog to change the Number (if applicable), Name, or to add Comments to the Account.

NOTE: Comments you add to Accounts here will appear in the Comments column of all your GL Reports.