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Chart of Accounts Overview
Chart of Accounts The Chart of Accounts is a listing of all the accounts in the general ledger, each account accompanied by a reference number. To set up a chart of accounts, one first needs to define the various accounts to be used by the business. ...
How to Setup the Chart of Accounts
CustomBooks™ comes with a standard Chart of Accounts. You may add, change or remove these to suit your needs. You can import your own chart of accounts or you can even copy it from another client if you have more that one CustomBooks™ account. ...
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 ...
Importing and Exporting Chart of Accounts
Importing Chart of Accounts There are 2 ways to import an account/s to Chart of Accounts in CustomBooks™. From the Client List and from a CSV File. Importing from Client List Importing from Client List is when you want to copy a Chart of Accounts ...
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 ...