{"id":1354,"date":"2023-04-14T15:22:39","date_gmt":"2023-04-14T12:22:39","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/double-entry-accounting\/managing-chart-of-accounts\/"},"modified":"2023-04-24T11:06:24","modified_gmt":"2023-04-24T08:06:24","slug":"managing-chart-of-accounts","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/double-entry-accounting\/managing-chart-of-accounts\/","title":{"rendered":"Managing Chart of Accounts"},"content":{"rendered":"\n<p>Enable, Disable, View, Edit, Print, Duplicate, Export, or Delete Chart of Accounts.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152538\/enable-disable-view-1024x576.png\" alt=\"Managing Chart of Accounts\" class=\"wp-image-1357\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152538\/enable-disable-view-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152538\/enable-disable-view-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152538\/enable-disable-view-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152538\/enable-disable-view-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152538\/enable-disable-view.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>The Chart of Accounts page shows a list of accounts categorized into Assets, Liabilities, Expenses, Income, and Equity.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Managing Chart of Accounts<\/h2>\n\n\n\n<p>Use the Search Bar to Filter the Chart of Accounts by Enabled status and Type.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Viewing the details of an account<\/li>\n\n\n\n<li>Editing a Chart of Account<\/li>\n\n\n\n<li>Printing\/ Exporting a Chart of Account<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Viewing the details of a Chart of Account:<\/h2>\n\n\n\n<p>On the Chart of Accounts page, click on a listed Account to access the details page. On the details page, you&#8217;ll find the following functions:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152649\/viewing-the-details-of-a-chart-of-account-1024x576.png\" alt=\"Viewing the details of a Chart of Account\" class=\"wp-image-1358\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152649\/viewing-the-details-of-a-chart-of-account-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152649\/viewing-the-details-of-a-chart-of-account-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152649\/viewing-the-details-of-a-chart-of-account-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152649\/viewing-the-details-of-a-chart-of-account-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152649\/viewing-the-details-of-a-chart-of-account.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Filter bar<\/strong>: Filter financial records in the account by <strong>Basis<\/strong>, <strong>Contact,<\/strong> and <strong>Report date.<\/strong><\/li>\n\n\n\n<li><strong>Print<\/strong>: At the top left corner.<\/li>\n\n\n\n<li><strong>Export<\/strong>: At the top left corner.<\/li>\n\n\n\n<li><strong>Date<\/strong>: Day of recorded transaction.<\/li>\n\n\n\n<li><strong>Relation<\/strong>: Document of transaction.<\/li>\n\n\n\n<li><strong>Debit<\/strong>: Debited amount<\/li>\n\n\n\n<li><strong>Credit<\/strong>: Credited amount.<\/li>\n\n\n\n<li><strong>Balance<\/strong>: Account balance.<\/li>\n<\/ol>\n\n\n\n<p><em>You can <a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/installing-an-app\/\" target=\"_blank\" rel=\"noreferrer noopener\">Install<\/a> or <a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/purchasing-an-app\/\" target=\"_blank\" rel=\"noreferrer noopener\">Purchase<\/a> the <a href=\"https:\/\/akaunting.com\/apps\/schedule-reports\" target=\"_blank\" rel=\"noreferrer noopener\">Schedule Reports<\/a> app to generate reports automatically.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Editing a Chart of Account<\/h2>\n\n\n\n<p>On the Chart of Accounts page, hover over a listed Account for options to Edit, Duplicate or Delete.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152731\/editing-a-chart-of-account-1024x576.png\" alt=\"Editing a Chart of Account\" class=\"wp-image-1359\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152731\/editing-a-chart-of-account-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152731\/editing-a-chart-of-account-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152731\/editing-a-chart-of-account-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152731\/editing-a-chart-of-account-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152731\/editing-a-chart-of-account.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Edit<\/strong><\/li>\n\n\n\n<li>On the Edit Account page, you can update the account details.<\/li>\n\n\n\n<li><strong>Enable<\/strong>\/<strong>Disable<\/strong> an account with the Toggle Button.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Printing\/Exporting a Chart of Account<\/strong><\/h2>\n\n\n\n<p>On the Chart of Accounts page, click on a listed Account to access the details page.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Print<\/strong> at the top right corner. And follow the prompt to complete the request.<\/li>\n\n\n\n<li>Click <strong>Export. <\/strong>An email with a download link will be sent to your profile&#8217;s email address.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152757\/printing-exporting-a-chart-of-account-1024x576.png\" alt=\"Printing\/Exporting a Chart of Account\" class=\"wp-image-1360\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152757\/printing-exporting-a-chart-of-account-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152757\/printing-exporting-a-chart-of-account-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152757\/printing-exporting-a-chart-of-account-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152757\/printing-exporting-a-chart-of-account-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/14152757\/printing-exporting-a-chart-of-account.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Enable, Disable, View, Edit, Print, Duplicate, Export, or Delete Chart of Accounts. The Chart of Accounts page shows a list of accounts categorized into Assets, Liabilities, Expenses, Income, and Equity. Managing Chart of Accounts Use the Search Bar to Filter the Chart of Accounts by Enabled status and Type. Viewing the details of a Chart [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":1345,"menu_order":3,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1354","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1354","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1354"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1354\/revisions"}],"predecessor-version":[{"id":1593,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1354\/revisions\/1593"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1345"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1354"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1354"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}