Accounts and balances

Customize your organization's chart of accounts and enter balance information.

Overview

• Account / line properties
• Account worksheet
• Cash Flow worksheet
• Foreign Exchange worksheet
• Groupings worksheet
• Performance Measures worksheet
• Report settings
• Report worksheet

Get started

• Create a Control account
• Create a Performance Measures account
• Create a Prime Posting account
• Create a Statement of Cash Flow account
• Create custom balances
• Enter balances
• Enter foreign exchange rates
• Renumber accounts
• Split-up accounts