• Go to the Accounting tab
  • Choose Chart of Accounts tab
  • Click Add to create a new account.

In the Add Account window:

  • 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 the account type: Type must be the same as the parent account
  • Check "Sub-Account of" box and choose parent from the drop-down menu. [Ex: 4100]
  • Enter Description
  • Save