Adding an account to the Trial Balance

New accounts can be added to the Trial Balance by using journal entries.

Add an Account

1. Select Journal Entries in a file;
   
   
   
   
2. Complete the 'Journal Description' and select add; 
   
   
   
   
3. Select Adjusted as the 'Type of Adjustment';
4. Select 'Add a custom account' and complete the Account Code, Account Name, and the necessary Debit or Credit;
5. To balance the adjusted journal select any existing account;
6. Add balancing figure to the journal;
7. The new account and the adjusted journal entry can now be found in the Trial Balance;
   
   
   
   
8. Map the newly created account to the appropriate lead schedule;
   
   
9. In Journal Entries select delete to delete the adjusted amounts;
   
   
   
   
   
10. Under File, select 'Edit Mode' if you need to edit the figures;
    
    
    
11. Manually type the relevant amounts;
    
    
    
    
12. Refresh the page in your browser or by pressing Ctrl+Shift+R;
    
    
    
    
13. And the newly created account and figures will be updated;