Overview

In this article, we will review the steps to manage chart of accounts.

Video Tutorial

Steps to Manage Chart of Accounts

Step 1: Select the Waffle Menu.

Step 2: From the Waffle Menu, select Accounts Receivable Configuration. 

Step 3: To view our Chart of Accounts, select Master Chart of Accounts. 

On the Chart of Accounts Page, you will see the Chart of Accounts in its entirety. Account Codes, Distribution Codes, and Charge Codes can be edited from this page.