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You can use grouping schedules to group similar accounts together for reports and financial statements, and to calculate net income in the trial balance. You can add or modify an unlimited number of grouping schedules for your project.

1. Open your project
2. Select the Groupings tab.
3. Choose a grouping schedule from the drop-down menu or create a new one. We recommend you use the default — Account Classification — which you can modify.

   Code	Description	Subcode	Description
   CA	Current Assets	CASH	Cash and Equivalents
   		MS	Marketable Securities
   		AR	Accounts Receivable
   		INV	Inventory
   		PE	Prepaid Expenses
   		OCA	Other Current Assets
   NPE	Net Property and Equipment	PE	Property and Equipment
   		NON	Non-Depreciable Property and Equipment
   		AD	Accumulated Depreciation
   NCA	Non Current Assets	LT	Long Term Investments
   		IA	Intangible Assets
   		ONCA	Other Non Current Assets
   CL	Current Liabilities	AP	Accounts Payable
   		CUR	Current Portion of Long Term Debt
   		NP	Notes Payable
   		AL	Accrued Liabilities
   		COMP	Compensation
   		INT	Interest Payable
   		TAX	Income Taxes Payable
   		OCL	Other Current Liabilities
   LTL	Long Term Liabilities	LTD	Long Term Debt
   		DEF	Deferred Income Taxes
   		OLTL	Other Long Term Liabilities
   EQ	Equity	CS	Capital Stock
   		CAPC	Capital Contributions
   		CAPW	Capital Withdrawals
   		APIC	Additional Paid in Capital
   		TS	Treasury Stock
   		PE	Partnership Equity
   		RE	Retained Earnings
   		OE	Other Equity
   		DIV	Dividends
   INC	Income	SALE	Sales Revenue
   		RET	Returns and Allowances
   COS	Cost of Sales	COS	Cost of Sales
   EXP	Operating Expenses	GEN	General and Administrative Expenses
   		SE	Selling Expenses
   		RM	Repairs and Maintenance
   		DEP	Depreciation Expense
   		OC	Owners Compensation
   		OOE	Other Operating Expense
   OI	Other Income	Gain	Gain on Sale
   		OI	Other Income
   OE	Other Expenses	LOSS	Loss on Sale
   		OE	Other Expenses
   INT	Interest Expense	INT	Interest Expense
   TAX	Provision for Income Taxes	TAX	Provision for Income Taxes
   MEMO	Memo	MEMO	Memo
   OTH	Other Miscellaneous

4. If you want to create a new grouping schedule:
   1. Click the Add icon.
   2. Enter a name for the grouping schedule.
   3. Select Add.
   4. Complete the steps below to add codes, subcodes, and assign accounts.
5. If you want to add codes or subcodes an existing grouping schedule:
   1. If you are adding a subcode, first select the code you want to add the subcode for from the list.
   2. Select Add.
   3. Choose Code or Subcode from the list.
   4. Enter a name for the code.
   5. Enter a description for the code.
   6. Choose a predefined Category and Detail, if applicable.
   7. Select Save & Close
6. If you want move, rename, recategorize, or delete a code or subcode from an existing grouping schedule:
   1. Select the code or subcode from the light to highlight it.
   2. Use the ungroup, arrow, edit and delete icons from the toolbar to make your changes.
7. If you want to assign accounts to codes or subcodes in an existing grouping schedule:
   1. Select to highlight one (or more if you press and hold Ctrl on your keyboard) ungrouped account.
   2. Select to highlight the code or subcode you want to group the account to.
   3. Click Group.

Trial Balance overview

Import and export account information