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How to use the chart of accounts

To open the chart of accounts, choose Lists > Chart of Accounts.

The chart of accounts contains a complete list of your business's accounts and their balances. You use it to track how much money your company has, how much money it owes, how much money is coming in, and how much money is going out.

To open the register of any balance sheet account (except Retained Earnings), double-click the account name. To open a QuickReport of transactions for any income or expense account, double-click the account name.

Manage your accounts

Perform tasks or view reports

You can perform common tasks and run reports directly from the chart of accounts window. To select from a list of common tasks, click the Activities drop-down arrow. To select from a list of available reports, click the Reports drop-down arrow.

Need even more help using the chart of accounts? Don't worry. We can point you to the information you need to get the job done. You can:

See also

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