- Tutorials
- Chart of accounts
Chart of accounts
Every account in the company. Click one to see its activity.
28 seconds, with voice and captions. The company on screen is a demo with invented books.
The steps
- Every number in a report traces to one account on this list.
- Filter by type, by active or inactive, or by activity. “Export CSV” takes the whole list.
- Click a row to see the account's recent lines, or open its full ledger.
- “New Account”: LedgerDock picks the number from the right range for you. A number you type is only a request.
What the video says
Every word, written out
The chart of accounts. Every number in a report traces to one account on this list.
Filter by type, by active or inactive, or by activity. Export CSV takes the whole list.
Click a row to see the account's recent lines, or open its full ledger.
New Account. LedgerDock picks the number from the right range for you. A number you type is only a request.
Try it on your own books. One set of books is free.