How To: Searching for a G/L Account (15-02)

Overview

This tutorial describes how to search for a G/L account on the Chart of Accounts screen.

Step-by-Step

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1. In the ‘Profit Center starting’ field, enter as much of the first six digits of the GL account number as you know.

2. In the ‘Account starting’ field, enter as much of the second six digits of the GL account number as you know.

3. If you know all or part of the account title, enter it in the ‘Title contains’ field.

4. If you only want to search for specific account types, check the appropriate boxes under ‘Account Types.’

5. Click ‘Refresh’ and accounts meeting the search criteria appear.
• Whenever the search criteria changes, you must click ‘Refresh’ to update the results.

6. Click an account in the list to open it on the Chart of Accounts screen.