How to create a new Account Code – Knowledge Base Home

Goal:

Create a new Account Code
Add more Account Codes
Creating account codes and assigning departments

Due to customization, Location and Department may have unique labelling. In this article, we are using the default labels Location and Department. Learn more here.

Steps:

Select Settings → Manage Chart of Accounts under the Finance section
Select Create account code
Type Account Code and Account Name fields
Select the appropriate Expense Type from the drop-down and fill out the remaining fields
Select Save Account Code

Success! You've created an Account Code.

Additional Information:

The user needs permissions for Manage Chart of Accounts under Finance to complete the steps listed.
How to Import Account Codes
For customers using our NetSuite or Quickbooks Desktop integration, your account codes will be managed (created and edited) within your ERP.