Chart of Accounts
Manage account types, categories, and your full account hierarchy.
Guides in this module
42- 1
Can I Search Accounts by Account ID
- 2
Can I Search Accounts by Description
- 3
Can I Search Accounts by Name
- 4
How Do Category Filters Work
- 5
How Do I Access Account Actions
- 6
How Do I Add a New Account
- 7
How Many Accounts Are Shown on the Chart of Accounts Page
- 8
How Do I Filter Accounts by Type
- 9
How Do I Browse a Long Account List
- 10
How Do I Search for an Account
- 11
How Do I Unarchive Accounts
- 12
How Do I View All Accounts
- 13
How Do I View Only Asset Accounts
- 14
How Do I See Asset Sub-Categories Like Cash and Bank
- 15
How Do I View Only Equity Accounts
- 16
How Do I View Only Expense Accounts
- 17
How Do I View Only Income Accounts
- 18
How Do I View Only Liability Accounts
- 19
How Does Sorting Work on the Chart of Accounts Table
- 20
How Does Account Search Work
- 21
Does the Chart of Accounts Table Have Pagination
- 22
What Account Types Are Available in the Chart of Accounts
- 23
What Can I Do from the Actions Menu
- 24
What Does Active Status Mean
- 25
What Does System Status Mean for an Account
- 26
What Is an Account ID
- 27
What Is the Chart of Accounts Page Used For
- 28
What Is the Difference Between Assets, Liabilities, Income, Expenses, and Equity
- 29
Why Am I Not Seeing All Accounts
- 30
Why Am I Seeing Archived Accounts
- 31
Why Are Account Counts Shown Beside Categories
- 32
Why Are Accounts Divided Into Categories
- 33
Why Are No Accounts Appearing in Search
- 34
Why Can't I Edit a System Account
- 35
Why Can't I Find an Account
- 36
Why Do Bank Accounts Appear Under Assets
- 37
Why Do Some Accounts Have Active Status
- 38
Why Do Some Accounts Have System Status
- 39
Why Does My Account Not Appear Under the Correct Category
- 40
Why Is an Account Missing
- 41
Why Is My Bank Account Showing Under Assets
- 42
Why Is the Unarchive Button Disabled