Accounts
This section goes over the Chart of Accounts view and managing different types of accounts.
- Understanding Book Equity and Retained Income
- Navigating the Chart of Accounts View
- Understanding Parent Accounts
- Importing Accounts from CSV
- Creating a Chart of Accounts
- Adding an Asset Account
- Adding a Liability account
- Adding an Equity account
- Adding an Income account
- Adding an Expense account
- Adding an Equity-Backed Fund (EBF)
- Editing Accounts
- Reordering Accounts
- Viewing Account Details
- Reconciling Accounts
- Printing a Reconciliation Report
- Archiving Accounts
- Printing or Exporting your Chart of Accounts
- Setting Beginning Balances