Accounting

Chart of Accounts

General ledger accounts.

Maintain asset, liability, equity, income, expense, COGS and bank accounts.

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The screen

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What each number means

  1. 1
    Chart of Accounts

    General ledger accounts.

  2. 2
    Add Account

    Create an account.

  3. 3
    Asset — 23

    Asset accounts, $0.00 balance.

  4. 4
    Liability — 14

    Liability accounts.

  5. 5
    Equity — 5

    Equity accounts.

  6. 6
    Income — 20

    Income accounts.

  7. 7
    Expense — 48

    Expense accounts.

  8. 8
    COGS — 13

    Cost of goods sold.

  9. 9
    Banks — 0

    Bank accounts.

  10. 10
    Credit Cards — 0

    Card accounts.

  11. 11
    Type filters

    All Types, Asset, Liability, Equity, Income, Expense, COGS.

  12. 12
    Search accounts

    Find by name or code.

  13. 13
    All Sub-Types

    Filter by sub-type.

  14. 14
    Accounts — 123

    Total accounts.

  15. 15
    Code / Account Name

    Account number and name.

  16. 16
    Type / Sub-Type

    Account classification.

  17. 17
    Balance / Status

    Current balance and Active flag.

  18. 18
    Delete

    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

  1. 1Click Add Account.
  2. 2Choose type, code and name.
  3. 3Save.