Review the Chart of Accounts
Find account names, codes and categories in your company account catalog.
Chart of Accounts lists the accounts used for bookkeeping in the current company.
- Open Chart of Accounts.
- Search by account name or code.
- Use the account-category tabs to narrow the list. Use Archive when you need to review archived accounts.
- Check the account's type, detail type and displayed balance before deciding whether it is the one you need.
Add new is available only with account-creation access. Editing, restoring and deleting have separate access requirements. Reviewing the catalog does not create or change an account. If you cannot find an account, check the category and archive view before creating another one.