Manually Add an Account

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Account Types

1. Assets - What you own
2. Liabilities - What you owe
3. Equity - Owner’s investment
4. Revenue - Income earned
5. Expenses - Costs incurred

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Creating a New Account

1. Navigate to Settings → Chart of Accounts
2. Click Add Account
3. Enter account code and name
4. Select account type
5. Click Save

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Next Steps

• Bulk import accounts
• Upload account templates
• Create journal entries