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Add an Organization to Accounting


  1. Click on the + Add Acct Info button
  2. The system will assign the organization an accounting identification number.
  3. Click on the + Add Acct Info button again to add the accounting information.
  4. Click in the company name box to begin entering the accounting information.
  5. Click on the Save Acct Changes to save the changes to the accounting record.
  6. Click on the Cancel Acct Changes to cancel any changes that you do not wish to save.

 

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