How to Add Accountants to Your Chart of Accounts

While you can automatically add most bank and credit card accounts to your chart of accounts when you connect them to the online banking feature , there are some accounts that you might need to add manually. Things like loan accounts or asset accounts. Or maybe you just want to track a smaller savings account manually and not deal with the individual transactions.

Let’s go over how to manually add an account to your chart of accounts and why the opening balance is so important. Then we’ll go over how to add multiple accounts at the same time.