Quick Guide: How to add a GL account

Quick Guide: How to add a GL account Simple steps to add a GL account to your Chart of accounts. Sharon Mulligan

Setting up a new GL account can be done in just a few short minutes.

Here's a quick 5 step guide on how you can set up your GL account!

  1. Click on Finance on the left of your screen.

  2. Now click on the Chart of Accounts tile.

  3. Click on Add account to add a new GL account.

  4. Select the account category, Parent and fill in the accounts details such as code, Name and Type.

  5. Now click on Save.

Once your GL account is added you can add transactions, add journals for this account.

For more details on GL account setup, such as what category/parent to choose, check out this full article over in our help center!

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