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How to add an account to the CoA?

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Follow these steps to add an account to the CoA:

  1. Log into your CRM account.
  2. Click the User Menu.
  3. Click Settings.
  4. Look for Inventory.
  5. Click Chart of Accounts. You will be directed to the Chart Of Accounts page.
  6. Click + Add Account button. You will be directed to the Add New Account window.
  7. Enter or select the below information:
  1. Account Name - Enter a name for the account.
  2. Account Code -  Enter a code for the account.
  3. Account Type - Select an account type
  4. Select Tax - Select tax types
  1. Click Save.
You have now successfully added an account to the CoA.
  • You can edit and delete an account by clicking the Edit and Delete icon that appears by hovering your mouse over an account.
  • You can delete an account only if it is not used in any sales or purchase transactions in CRM.

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