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The chart of accounts is the catalog of all accounting accounts organized in a hierarchical tree. It is the foundation on which all journal entries and reports are built.

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Account types

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Hierarchical structure

Parent accounts group child accounts. Only detail accounts (without children) accept movements in journal entries. The account code defines its position in the tree.

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Create an account

1

Go to Accounting → Chart of Accounts → New Account

2

Enter the account code, name, and type

3

Select the parent account if it is a subaccount

4

Review the cost center policy

See Cost center per account.
5

Save

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Cost center per account

Each account indicates whether its journal entry lines carry a cost center: You change it when editing the account, in the Cost center field. Check Also apply to its subaccounts to apply the same policy to the whole branch.

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Import a chart of accounts

1

Prepare the CSV with columns: code, name, type, parent_code

2

Go to Chart of Accounts → Import CSV

3

Upload the file

Turn on Replace existing if you want to overwrite the current chart.
You can export the current chart of accounts at any time for backup or review.