Creating a New Account in Chart of Accounts | C-Store Office Advanced Accounting
Explore how to create a new account in the chart of accounts within C-Store Office Advanced Accounting. Learn where to locate the chart of accounts, how to add a new account, reasons for adding new accounts, and information required for completion. Enhance your accounting capabilities efficiently.
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Presentation Transcript
C-STORE OFFICE ADVANCED ACCOUNTING Creating a new account in Creating a new account in the Chart of Accounts the Chart of Accounts
AGENDA AGENDA Where is the chart of accounts located in CStore? How do I add a new account? Why would I need to add a new account? What information is needed to complete a new account? Where does this appear in CStore?
WHERE ARE THE CHART OF ACCOUNTS LOCATED IN CSTORE WHERE ARE THE CHART OF ACCOUNTS LOCATED IN CSTORE? ? Option 1: Transactions Transactions > Account Register Account Register > Chart of Accounts Chart of Accounts tab Option 2: At the top right corner of C-Store, beside your account name, click the settings icon, and then click Chart of Accounts Chart of Accounts. Option 1 Option 1 Option 2 Option 2
HOW DO I ADD A NEW ACCOUNT HOW DO I ADD A NEW ACCOUNT? ? Click the New New button.
WHY DO I NEED TO ADD A NEW ACCOUNT WHY DO I NEED TO ADD A NEW ACCOUNT? ? C-Store gathers data from your cash register: if you want to track new information and do not have it in your current chart of accounts, you need to add it to allow data to capture the information Business additions and subtractions: If you need to add/delete bank accounts, payable/receivable, fixed assets, income, liabilities, assets, cash, cost of goods sold, and expenses
INFORMATION NEEDED TO CREATE A NEW ACCOUNT INFORMATION NEEDED TO CREATE A NEW ACCOUNT
INFORMATION NEEDED TO CREATE A NEW ACCOUNT INFORMATION NEEDED TO CREATE A NEW ACCOUNT FOR EXPENSES: FOR EXPENSES: The set up is the same as the first example except you can check off accessible in data entry so that managers can expense store supplies and other miscellaneous costs
WHERE DOES MY NEW ACCOUNT APPEAR? WHERE DOES MY NEW ACCOUNT APPEAR? You can apply filters directly to find the account or click through to find the newly inserted account
TRAINING CENTER TRAINING CENTER For additional testing on what you have learned, please refer to our new Testing Center . To access this new feature, click the help icon, and then select Testing Center Testing Center.
THANK YOU FOR YOUR TIME! Get in Touch www.cstoreoffice.com www.cstoreoffice.com Petrosoft Petrosoft LLC 290 290 Bilmar Bilmar Drive Pittsburgh, PA Pittsburgh, PA 15205 1.412.306.0640 1.412.306.0640 LLC Drive 15205
