Chart of Accounts
Articles
Chart of Accounts
Unused accounts report and migration
The Unused Accounts Report helps you find accounts that are cluttering your Chart of Accounts so you can clean them up. It…
Chart of Accounts
Activate, deactivate, or delete an account
When an account is no longer needed, you can deactivate it to hide it from active use, or delete it if it…
Chart of Accounts
Filter and search accounts
The accounts list can grow long. Use search and filters to quickly find the account you need. Search From the Accounting menu,…
Chart of Accounts
Edit an account
You can update an account's details at any time, for example to rename it, correct its number, or move it under a…
Chart of Accounts
Create an account
Add a new account to your Chart of Accounts whenever you need a new place to record a type of income, expense,…
Chart of Accounts
Chart of Accounts overview
The Chart of Accounts is the master list of all the accounts your organization uses to record financial activity. Every transaction in…