Add accounts to the Chart of Accounts

OnBalance automatically creates a Chart of Accounts with default grouping and accounts for automatic journal entries and an accounting account for each new financial account that you create. You can also create new accounts that you may need for your business.

  1. Click Accounting in the navigation panel.
  2. Click Accounts, and then click New Account.
  3. Enter the required information.
  4. Click Save & New to save the account and add another account, or click Save & Close to return to the Chart of Accounts screen.

The availability of some or all of these features depends on your OnBalance contract and/or configuration.