Knowledge Base Home
Contact Us
Sign in
  1. Knowledge Base Home
  2. Accounting & Finance Teams
  3. Account Codes
  1. Account Codes
  • March 30, 2023 22:06
  • Updated

How to create a new Account Code

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:

  1. Select Settings → Manage Chart of Accounts under the Finance section
  2. Select Create account code 
  3. Type Account Code and Account Name fields
  4. Select the appropriate Expense Type from the drop-down and fill out the remaining fields
  5. 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.
Was this article helpful?
45 out of 70 found this helpful
Return to top