Step 1: Open the Chart of Accounts

1. Go to the Accounts section from the sidebar.

2. Click on the Chart of Accounts tab.
   
   

Step 2: Add a New Account

1. Click the Add New Account button.

2. Choose the type of account you want to create:

   • Parent Account

   • Child Account (Sub-account)
     
     

Step 3: Create a Sub-Account (Child Account)

If you want to add an account related to an existing parent account (for example, specific expense categories):

1. Select the Parent Account.

2. Enter a unique Account Name.

3. Add a Description.

4. Enter AI Keyword Searcher keywords to help locate the account easily.
   
   

Step 4: Create a Parent Account

If you want to create a new main account category:

1. Select the Account Type.

2. Choose the Balance Type.

3. Enter the Account Name.

4. Add an Account ID.

5. Provide a brief Explanation/Description for the account.
   
   

Step 5: Save the Account

After entering all the required details, click Submit to create the account.

Once saved, the account will appear in the Chart of Accounts and can be used for financial transactions and reporting.