Add financial accounts

Once you add a financial account, you can use the account information to record income, expenses, and transfers.

1. From the company setup menu,

   To open your company setup menu, click your company name in the upper-right corner.

   For more information, see company setup menu.

   choose Financial Accounts.
2. Click New Account.

3. Enter the account information.

   Note: The Starting Balance field is not a required field, but you can enter a balance that you would like to use as a starting balance in OnBalance in this field.

4. Click Save.

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