Adding a Company Wide Account In Chart of Accounts

Menu Navigation:  Lists>Chart of Account

Purpose:  How to Create a new account and add it to multiple/all Corporations.

Step 1:  Adding an Account 

1. Click on Accounting
2. Click on List Maintenance
3. Click 'New'
   

Step 2:  Adding information to Account 

1. Choose Account Type
2. Fill in information in 'Type' tab (in this example, we are choosing 'Bank')
3. Fill in banking information (if applicable)
4. Make sure 'Is Active?' is check marked
5. Save
   

Step 3:  Adding account to other/all Corporations Part 1

1. Go back to the Chart of Accounts
2. Right Click the Account you want to copy
3. Click Edit
   

Step 4:  Adding account to other/all Corporations Part 2

1. Click Copy
2. Check either or both "Insert when Account Does Not Exist" and "Update Existing Accounts"
3. Select which Corporations you want to add this account to
4. Save