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Chart of accounts
Romane Rebe avatar
Written by Romane Rebe
Updated over a month ago

Complete you chart of accounts to manage you Bank and Client pre-accounting.

Chart of account page

In the blue navigation page, click on ⚙️ to access the Chart of Accounts

In this page you'll find the list of you Accounts and Third parties

Create your accounting accounts

💡 Good to know: once imported, you will not be able to change the chart of account of your own. Be sure that the data you import is correct! You can always contact the chat if you need an update.

An accounting account must have

  • a type

    • Bank

    • VAT : you can complete the VAT account with a VAT Rate

    • Expense

    • Supplier

    • Product

    • Client

    • Other

  • a number

  • a label

To import your accounting accounts

  1. Click on Import file > Import accounting accounts

  2. Download and complete the template.

  3. Import the complete template in this page.

    The list of all the accounts will be displayed here.

  4. Click on Complete to set your VAT rates

Create your third party accounts

A third party account must have:

  • An Accounting Account Number: if the corresponding Accounting Account Number hasn't been created before, the third party won't be created

  • A Third Party Code : Must be unique

  • A Third Party Name

To import your third party accounts

  1. Click on Import file > Import accounting accounts

  2. Download and complete the template.

  3. Import the complete template in this page


    ⚠️ Third parties can only be import for Client and Suppliers accounts

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