How to set up a Chart of Accounts and Bank Accounts

How to Setup Your Chart of Accounts and Bank Accounts

1. Go to Accounting Module.

    2. Go to Configuration Tab then select Chart Of Accounts.



    3. From here, you can start creating your own GL Accounts.
    Note: You can replace all the default GL accounts loaded in your Chart of Accounts.


          4. From this screen just input your Code, Name, and Type

    Note: Do not add /create your Bank Accounts in Chart of Accounts. We have a     different way to add our Bank Accounts in our Chart of Accounts.


    5. In creating Bank Accounts, go back to the Accounting Dashboard and Go to
    Configuration tab then select Bank Accounts.


    6. Input the Bank Account Name, Account Number, and Bank. After creating your
    Bank Account, you can now view them in your Chart of Accounts.
 

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