Where the Books view shows all instances of different collections of accounts, the Chart of Account view shows each account within the selected book.
Action Buttons
In the Chart of Accounts view, links allow users to add, edit, or view information related to the visible accounts.
- Add to chart - This link opens a menu to create a new account in the current Chart of Accounts.
- Show/Hide Archived - This option will show or hide accounts that have been marked as archived in the visible list.
- Print - This option allows you to print your list of accounts and their current balances.
- Export- This option allows you to export your list of accounts, their parent account, account type, and start date to Excel.
Filter by
In the bar with "Filter by...", you can start typing to pull up all relevant accounts by name, Account number, Parent, or Type.
Actions for Accounts
To the right of the account name, click on the action buttons to make changes.
- Click the arrow to view an account's details, including recent transactions and reconciliations.
- Click the pencil icon to edit an account.
- Click the list icon to reorder accounts listed under the account
- Click the box icon to archive the account, hiding it from reports, other views, and new transactions.
- Click the box icon again to restore the account.
- Click the trash can icon to delete the account. Only accounts with no activity can be deleted.