Accounts Estimated reading: 1 minute You can create accounts and identify how your clients are paying. They will use once you add payments for your clients and how they will pay cash or bank. Where can I find accounts? On the left menu you have Finance. Click on finance and you can find Accounts category on Finance menu. How can I add an account? To add an account go to accounts page and click + button you see on the page. How can I edit an account? Find the account you want to edit and click on it. You can change the account type, name, account ID and the description. After you make the changes click save. How can I find an account? Click the search icon from the dashboard. You can search accounts by account ID, name, account type or description. How can I delete an account? Go to estimates page and find the estimate you want to delete. Select the estimate you want to delete and click the recycle bin icon. Click yes on the confirmation page.
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