Chart of Accounts
Entering Beginning Balances in CustomBooks™
In CustomBooks™, you can enter beginning balances either through the Setup Wizard (ideal if you're using the default Chart of Accounts) or by creating a Journal Entry if you've imported your own Chart of Accounts. Setting Beginning Balances through ...
New Chart of Accounts Groups & Upgraded Financial Reports!
New Chart of Accounts Groups & Upgraded Financial Reports! Check out the video below! Create a better organized/easier analyzed Chart of Accounts with our new non-posting Account Groups! Unlimited hierarchy for account structure with Group, Parent ...
The Chart of Accounts
You can check these articles to know more about the CustomBooks™ Chart of Accounts : Charts of Accounts Overview Working with the Chart of Accounts Sample Chart of Accounts Importing and Exporting Charts of Accounts
How to Setup the Chart of Accounts
Overview A well-structured chart of accounts (COA) is essential for any business to maintain accurate financial records. The COA serves as the backbone of an accounting system, categorizing financial transactions into meaningful groups. CustomBooks™ ...
How to Print the Chart of Accounts
To print the chart of accounts, go to Accounting → Chart of Accounts and click export to excel. Then print the resulting report. Alternatively, this may be printed from the Universal Report by choosing Reports and clicking the Universal Report under ...