Create an Account "On the Fly"

To add an account "on the fly":

  1. In the transaction window, double-click in the Account box.
  2. Select <Add New Account>, and click Select.
  3. Follow the Add an Account wizard to finish adding the new account.

Note: You can add a new account in any Transaction Window. Any window on which you enter data regarding transactions with another party, such as a purchase or sale. The icons on the bottom two rows of the Home window lead to transaction windows.

In accounting terms, transaction windows are called journals.

What do you want to do?

Add an Account using the Setup Guide