The Chart of Accounts lists every financial institution and transaction category for your organization. It enables you to organize your transactions by source and analyze your finances over time. Parent accounts represent major transaction categories while sub-accounts itemize more-specific categories.
Set up a new parent account or sub-account. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Chart of Accounts” tab. In the “CHART OF ACCOUNTS” window that opens, click on the “+Add New Account” button at the top right. In the “ADD ACCOUNT” … Read more
If you no longer need an account, deactivate it so it no longer appears in Financials. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Chart of Accounts” tab. In the “CHART OF ACCOUNTS” window that opens, locate the account name in the list. … Read more
After you set up your Chart of Accounts, download the data from the “CHART OF ACCOUNTS” window. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Chart of Accounts” tab. In the “CHART OF ACCOUNTS” window that opens, click on the “Download Chart of … Read more
Edit the information you have entered for an account. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Chart of Accounts” tab. In the “CHART OF ACCOUNTS” window that opens, locate the account name in the list. In the “Actions” column, open the three-dots … Read more
The “Search Accounts” box below the title of the “CHART OF ACCOUNTS” window enables you to search among your accounts to find entries that match specific criteria. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Chart of Accounts” tab. To search all account … Read more
Once you deactivate an account, it no longer appears in the list of accounts—but you can reactivate it and make it visible again. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Chart of Accounts” tab. In the “CHART OF ACCOUNTS” window that opens, … Read more
View the information you have entered for an account. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Chart of Accounts” tab. In the “CHART OF ACCOUNTS” window that opens, locate the account name in the list. In the “Actions” column, open the three-dots … Read more
