We recommend that you create master charts for specific client types. The creation of these master charts will save time and effort when producing HandiLedger reports.
To create a firm master chart:
Log in to HandiLedger then from your Entity list, locate an entity with an established chart of accounts you would like to use.
Select the entity.
From the Tools menu, click Chart of Account Tools.
Click Make a master chart using the selected entity’s chart.
In the File Name box, type the name for your new master chart.
Click Save.
Note: When you add a new entity in HandiLedger, you can attach this chart.