Solution Properties
Solution ID:
200427112402871
Last Modified Date:
Thu Oct 23 11:24:57 UTC 2025
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
Add, edit, delete, or set a default chart of accounts
Description

When you set up your company, the nominal accounts and chart of accounts depend on the business type you chose in the Active Setup Wizard.

You can add, edit or delete a chart of accounts, and set a chart of accounts you want to be your default.

Cause
Resolution

Add a chart of accounts

  1. On the navigation bar, go to Nominal codes then click Chart of accounts.
  2. Click Add and enter a name for the new chart of accounts.
  3. Add your nominal codes you wish 
  4. Click Add, then click Save.
  5. If you’re choosing to add them later, you’ll get a waring message stating "incomplete chart of accounts". Click OK. 

 NOTE: If you don't include all the nominal ranges, the chart shows as [PARTIAL] in the Chart of Accounts window after saving.

Edit a chart of accounts

Edit your chart of accounts to customise it. This makes it better suited to your business. Find out more in edit a chart of accounts.

Delete a chart of accounts

If you don't need to keep a chart of accounts layout you've created, you can delete it. 

Set a default chart of accounts

Find out how to set a default chart of accounts.

Create or rename a nominal code

For more guidance, view our article to create a nominal code.

Learn how to identify and correct errors in your chart of accounts if you have errors showing.


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