Creating the Chart of Accounts

The Chart of Accounts are used on the Warehouse, Equipment, and Work Order objects to create ledger transactions that can be exported for use in third party accounting solutions.

Step-by-Step Guide

Add all accounts in the Chart of Accounts object.

  1. To add a new record in Chart of Accounts, click New.

  2. Make the following entries in Details:

    Field Name Description / Action

    Name

    Name for the account

    Description

    Human readable description

    Type
    G/L account type Carries this balance

    Credit

    Debit

    Income

    Green Check

    COGS

    Green Check

    AR

    Green Check

    Bank

    Green Check

    Balance Sheet

    Green Check or

    Green Check

    Expense

    Green Check

    Parent Account
    (Optional)

    For sub-ledger accounting

  3. Save the record, and repeat as necessary for additional accounts.