Add Account

Account groups include Category, Corporation, and Individual. The hierarchy helps you determine the structure of your accounts which is based on parent-child relationships. 

1. Access the Details module for the account you plan to add a new account to.
2. Click Add Account.
   
3. Starting with the General tab, select an Account Group. The subsequent fields that appear will depend on the Group you choose.
   • Category
   • Corporation
   • Individual
     
     
4. Continue to the next section User-Defined if there are user-defined fields to be completed.
5. Once you have filled out the required fields, you can save all changes by selecting Add Account.