Chart of Accounts
General ledger accounts.
Maintain asset, liability, equity, income, expense, COGS and bank accounts.
Open in Info-XThe screen
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What each number means
- 1Chart of Accounts
General ledger accounts.
- 2Add Account
Create an account.
- 3Asset — 23
Asset accounts, $0.00 balance.
- 4Liability — 14
Liability accounts.
- 5Equity — 5
Equity accounts.
- 6Income — 20
Income accounts.
- 7Expense — 48
Expense accounts.
- 8COGS — 13
Cost of goods sold.
- 9Banks — 0
Bank accounts.
- 10Credit Cards — 0
Card accounts.
- 11Type filters
All Types, Asset, Liability, Equity, Income, Expense, COGS.
- 12Search accounts
Find by name or code.
- 13All Sub-Types
Filter by sub-type.
- 14Accounts — 123
Total accounts.
- 15Code / Account Name
Account number and name.
- 16Type / Sub-Type
Account classification.
- 17Balance / Status
Current balance and Active flag.
- 18Delete
Remove the account.
Hover a number to highlight its explanation. Click the screenshot to zoom.
Key areas
1
Type tiles
Count and balance per account type.
2
Add Account
Create a new GL account.
How to use it
- 1Click Add Account.
- 2Choose type, code and name.
- 3Save.