What it does
The structured list of accounts (assets, liabilities, equity, income, expense) that every transaction in the system posts against — the foundation of real double-entry bookkeeping.
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Feature Guide
Chart of Accounts
A structured account list every transaction posts against.
Why it matters
Every other financial statement — P&L, Balance Sheet, Trial Balance — is only as reliable as the account structure underneath it.
How to use it
- Open Chart of Accounts from Bookkeeping.
- Review the default account list set up during Business Setup, or add accounts as your business needs grow.
- Follow the links from here into Balance Sheet, Cash Flow, or the Ledger for any account.
Main buttons and actions
- + Add Account
- Edit account
- View account ledger
Example workflow
- Accounts are established once (typically during Business Setup).
- Every order, payment, bill, and expense posts against the right account automatically — no manual journal entry needed for routine activity.