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  • In the Account tab, click Add Account below the Account Reference field.

  • Select the location where you want to create the account, select the Account Type, and click Continue. The Add Account dialog window associated with the account type displays.

  • Enter the required account details.

Info

Enter additional information on this account in the Notes field of the Info tab. This will help you–and other users–understand the purpose of the account, especially if there are multiple accounts of the same type.

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