The Chart of Accounts

The Chart of Accounts

The Chart of Accounts (COA) organizes your company’s financial accounts for bookkeeping and reporting in CustomBooks™.

Use the articles below to learn about account structures, account management, and setup.
    1. Learn the fundamentals of the COA and how accounts are organized

    1. Learn how to create, edit, and manage accounts in CustomBooks™.

    1. View example account structures that can be customized for your business.

    1. Learn how to import existing account structures or export your Chart of Accounts for backup, migration, or editing purposes.


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