1.Start a new record or edit an existing record under the Account Groups tab.
2.The Setup Account Group edit form appears.
3.Income/Expense: From the drop-down list, choose whether this group is an Income or Expense group.
4.Item Code: Enter the name of the account group.
5.Description: The Description will initially default to match the Item Code name, but you can edit the Description if you want.
6.Save your changes and decide what you want to do next:
a.If you want to add Account Codes to this Group, keep the Setup Account Group edit form open. See Add Setup Account Codes to Group.
b.If you are done with the Setup Account Group edit form, you can Save and Close it.
