Find an account
Go to Chart of Accounts. The tabs Assets, Liabilities, Equity, Revenue and Expenses group your accounts. Each row shows its Code, Name, Type, Subtype, Opening balance and current Balance.
Add accounts
Click Add Chart of Account and choose:
Single: add one account.
Bulk: add several in one go.
Import Excel: upload a spreadsheet of accounts.
See Your chart of accounts for the fields and opening balances.
Account actions
Click ⋮ on an account:
Action | What it does |
Open | See the account's details. |
Edit | Change its details or opening balance. |
Ledger entries | Every transaction in the account for a date range, with opening and closing balances. |
Rename account | Changes the name everywhere it's used. The new name must be unique. |
Merge accounts | Moves every transaction into another account, then deletes this one. |
Remove duplicates | Deletes duplicate copies of this account and keeps this one. |
Create a bank | Only on bank accounts. Adds a bank that uses this account. |
Delete | Removes the account. |
Merge two accounts
Use this when you've ended up with two accounts for the same thing, e.g. Home office expenses and Office expenses.
Click ⋮ on the account you want to get rid of and choose Merge accounts. It's the Source Account (to be deleted).
Pick the Target Account (to be merged into).
Click Merge Accounts.
Merging, renaming and removing duplicates can't be undone. Your reports change straight away, so check with your accountant first.
Export
Click Export to download your chart of accounts. To export only some accounts, tick them and click Export selected.