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Manage Chart of Accounts

The chart of accounts in the bookkeeping channel includes the GL account type (e.g., Accounts Receivable), account number, description, and parent account, if applicable.

From the Channel Editor page, click the Chart of Accounts tab.

GL accounts are listed.

ClosedTo add a GL account
  1. Click Add GL Account.

The Add a New GL Account section appears.

  1. Complete the account fields.
  2. Click Add New GL Account.
ClosedTo delete a GL account
  1. In the Delete/Edit column, check the box for the account to delete, or you can check multiple. 

  1. Click Delete Selected GL Accounts.

A confirmation message appears.

  1. Click Delete GL Account.

The deleted accounts no longer appear.

ClosedTo back up a GL
  1. Click Backup GL.

Backup information appears.

  1. Type a name for the backup.
  2. Click Create GL Backup.

You receive a confirmation message.

ClosedTo restore a GL
  1. Click Restore GL.

Restore fields appear.

  1. Complete the restore fields.
  2. Check the Create Backup box to create a backup of the GL restore.
  3. Click Restore Chart of Accounts.

You receive a confirmation message.