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Your Chart of Accounts is the spine of your entire accounting system


Every transaction lives somewhere in here, in two or more places (see double entry bookkeeping)

The entire đź§ąClean Books system is designed to be optimized for retrieval.

When you search for an account, it’s parent account should be clear even if it doesn’t match the search. The fact that it could be confusing when something was not actually an account’s parent because it matches the search filter and the actual parent account doesn’t has driven me crazy for years.

That doesn’t happen here.

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https://youtu.be/nR7Coga8amk

Setting up your Chart of Accounts

Account Setup and Subtypes

Reconcile