STEP TWO - Enter Accounts  

1. With the "Asset & Liability Accounts" tab selected, click on the "New" button.

2. This will display the "Quick Create" screen so you can enter information about your client's assets and liabilities. You can modify this information later or enter additional details.

3. Click the "Save" button to save the data to the database. (TIP: Use the "Auto Add Next" check box at the bottom on the screen to quickly enter multiple assets without returning to the main screen.)

4. Repeat Steps 2 and 3 until all assets and liabilities have been entered.

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