Create accounts.

You create most accounts during initialization and setup, often as additions to a predefined chart of accounts. However, you may wish to add a new account from time to time. For example, if your company incurs a new kind of operating cost due to the introduction of new technology, you will add a new expenses account. Or if your company opens a new bank account, you will need to reflect this in your chart of accounts.

For more information, see Creating G/L Accounts.

Edit account details or move accounts within the chart of accounts, as needed.

For more information, see Changing, Moving, and Deleting G/L Accounts.

Delete any unnecessary accounts.

For more information, see Changing, Moving, and Deleting G/L Accounts.

Check G/L account balances. If necessary, check the balances of individual business partners.

For more information, see Checking G/L Account Balances.