How do I setup my Chart of Accounts with common farm accounts?
This article will demonstrate how to use the Chart of Accounts wizard to add common accounts to your entity's Chart of Accounts.
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1. Navigate to the Dashboard
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2. Click on Step 3 under Let's get started! Click the Orange button |
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| 3. Select the Revenue accounts you would like to add to your entity's Chart of Accounts |  |
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4. Click the Expenses tab Select the Expense accounts you would like to add to your entity's Chart of Accounts |
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| 5. When you have selected all of the accounts you would like to add at this time, click the Save button |  |
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6. A confirmation will appear at the top of the screen, letting you know that the accounts have been added.
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| 7. You can now navigate to the Accounting section of Traction and finish adding any special accounts to your Chart of Accounts by following the steps in our KB article |  |
And that's it. You have now successfully added new accounts to your Chart of Accounts.