Add a New Summary Account Group Name Record

To set up two levels of account groups, add detail account group names and then use the Summary Account Group tab to add summary account group names.

If possible duplicate records are detected during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To add a new summary account group name:

1. From the desktop application Navigation menu, click Settings > Advanced Accounting > Account Group Names.
2. On the Account Group Names form, click the Summary Account Group tab.
3. Click Insert.
4. Enter the account group name and specify its group type.
5. Click Save.