The chart of accounts is the list of categories your books use, such as revenue, software, payroll, and rent. Open Bookkeeping, then Chart of Accounts.
Start from a template
Choose an industry and apply a template to fill in a ready-made chart. A template can only be applied to an empty chart, so do this before you add your own accounts.
Add or change accounts
- Add an account manually with a number, name, type, subtype, and an optional tax line.
- Search by name or number, and filter by type.
- Edit or archive accounts from the list. Select your company first if you have more than one.
A habit worth having
Add a category only when you will use it again. A few clear categories make the books easier to read than dozens of near-duplicates.
Note
Categories come from your chart of accounts. Add the category first if you want it to be used.
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