Account Codes and Charge Types

How do I add new account codes?

Add an account if your chart of accounts doesn't have all the accounts your organization needs. This page covers adding an account which is not a bank account, credit card account, or PayPal account.

  1. In the Settings menu, select Account Codes.
  2. Click Add Account Code.
  3. Enter the components of your account.
    • Account Code Name
    • Category
    • Sub-Category
    • You may optionally add custom fields
  4. Click Save.

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