Add and maintain your chart of accounts
Organize the categories used by transactions and reports.
On this page
Identify the account type you need and check for an existing standard category first.
Find the category
Open Accounting > Chart of Accounts. Search its name and review its type and group.
Add an account
Choose Add account, enter the name and type, and choose a parent if appropriate. Save and check its position in the chart.
Maintain existing accounts
Use the edit control to rename an eligible account or change its active setting. Standard accounts required by reports may remain active.
Check where it is used
Return to the transaction form and choose the correct category. Export the chart if you need to review it with your bookkeeper.
Check the result
- The saved category appears under the correct account type.
FAQs
Why can I not deactivate a standard account?
Some categories are required by reports. Read the restriction instead of creating a replacement to bypass it.
Does renaming fix a wrongly booked transaction?
No. Correct the transaction itself. Renaming a chart account does not make a new classification decision for its past entries.