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 ...
Chart of Accounts Groups & Upgraded Financial Reports!
Chart of Accounts Groups & Upgraded Financial Reports See How Account Groups and Parent/Child Accounts Organize Your Chart of Accounts This video shows how to organize your Chart of Accounts in CustomBooks using Account Groups and Parent/Child ...
Setting Up the Chart of Accounts
Overview The Chart of Accounts (CoA) is the foundation of your accounting system in CustomBooks™. It contains all the General Ledger (GL) accounts used to record financial transactions and generate financial reports. Properly setting up your Chart of ...
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 ...