1. Go to the Accounting tab
  2. Choose Chart of Accounts tab
  3. Click Add to create new account.
  • Number: (Best Practice) Use number for the type you are creating and sequence it consecutively with parent account [Ex: number a sub-account for 4100: Fee Income as 4101
  • Enter Account Name: This name will follow the parent accounts name 
  • Choose account type: Type must be the same as the parent account
  • Check "Sub-Account of" box and choose parent from dropdown menu. [Ex: 4100]
  • Enter Description
  • Save