Steps
- The five category tabs on the Chart of Accounts page are: Assets, Equity, Expenses, Income, and Liabilities.
- Opening "Add account" shows a more detailed Account Type list, including sub-groups such as Cash and Bank, Depreciation and Amortization, Expected Payments from Customers, Inventory, Money in Transit, and Other Long-Term Asset.
- Choosing a specific sub-group (rather than just the top-level category) determines which group an account appears under when "Groups" view is turned on.
Related Articles
- How Do I Add a New Account?
- How Do I See Asset Sub-Categories Like Cash and Bank?
- Why Are Accounts Divided Into Categories?
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