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Create accounts
Updated over a year ago

Create accounts:

  1. Sign in to Bkper.

  2. Open your book.

  3. Go to the Chart of Accounts page.

  4. Press 'New Account' button.

  5. Give a name to your account.

  6. Choose an account type.

  7. Click 'Save'.


Create accounts on existing book with groups:

On a book that already has groups you can create/add accounts directly from the left menu on your book.

  1. Sign in to Bkper.

  2. Open your book.

  3. Go to the Transactions page.

  4. On the left side of the dashboard, click in the 3 dots icon of the group.

  5. Click 'Add new account'.

  6. Name the new account.

  7. Press 'Save'.

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