Create account types
Learn how to create account types in Zuora Revenue to facilitate accurate data processing by debiting or crediting the appropriate accounts.
Account types must be created in Zuora Revenue so that amounts can be debited or credited for the appropriate accounts during data processing.
Complete the following steps to create an account:
- Navigate to Setups > Application .
- Click the the left pointing arrow to open the side menu and click Accounting Setup . The Account Setup page is displayed.
- If the accounting setup is frozen, click Unfreeze on the Account Setup page and then click Account Type .
- To add an account, click + . The New Account Type window is displayed.
- Enter the account type name in the Account Type field and select an ID in the Account Type ID field.
- Indicate the type of account by using the toggle switches in the lower half of the window.
- (Optional): Specify other reference information such as waterfall type and revenue summary as needed.
- Click the save. The account type is created.
- Proceed to the next task to map segments to the account type. If you have completed all the accounting setups, go back to the Account Setup page and click Freeze .