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LedgerDock
  1. Tutorials
  2. 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

  1. Every number in a report traces to one account on this list.
  2. Filter by type, by active or inactive, or by activity. “Export CSV” takes the whole list.
  3. Click a row to see the account's recent lines, or open its full ledger.
  4. “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.