Chart of Accounts
The full list of accounts every transaction in the business posts to.
How to use it
Open Chart of Accounts from the Accounting menu. Add a new account with a type and name, or edit/deactivate an existing one. Deleting an account with posted activity is blocked to protect report history.
Configuration
None to view; adding accounts requires deciding on account type (asset, liability, equity, income, expense) up front.
Details
| Menu location | Accounting menu, Chart of Accounts (also under Admin for owners). |
| Who uses it | Bookkeepers and accountants setting up or maintaining the books |
| Prerequisites | None |
Related pages
See which plan includes Chart of Accounts on pricing, or how Count My Bucks compares to QuickBooks.