Explore the Chart of Accounts

You can view how accounts are grouped and totaled. On the Other Information tab, click Chart of Accounts > COA Explorer.

Loading Accounts

Use the tabs to jump to different types of accounts. You can select an account and click Load Account to view the account's primary information.

Editing and Adding Accounts

Click Edit Accounts to "unlock" editing of accounts. Click Add Account at the top to add an account at the cursor position. Click Stop Editing to lock editing of accounts.