Create Account

Add a new account to your chart of accounts.

Fields

Code (required) and name (required)
Type (required) — asset, liability, equity, revenue, COGS, or expense
Category — current asset, non-current asset, current liability, long-term liability, or equity
Normal balance — debit or credit
Parent account — nest under another account, if relevant
Opening balance and its date
Is bank account — toggle, with bank name and account number if so
Tax rate
Location — scope this account to one location, if relevant

Chart of Accounts List

Every account in your workspace's chart of accounts.

First-Time Setup: Seeding Default Accounts

Populate a standard chart of accounts in one step, instead of creating every account manually.