Navigating the Chart of Accounts Report

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The Chart of Accounts report displays the beginning and ending balances, with a few other options. Asset, Liability, Income, and Expense accounts are included.

  • Accounts can be collapsed into their respective categories by clicking the triangles.
  • Access the Chart of Accounts Report by clicking on the Reports Icon and selecting “Chart of Accounts.”

There are a variety of columns in your Chart of Accounts Report. Here is a short explanation of each column:

Date Picker—allows you to select the specific time frame for your report (Fiscal Year, Quarter, or Month).

Starting Balance—shows the starting balance, based on the selected date range.

Ending Balance—shows the ending balance based on the selected date range.

Debits—shows the total debits for the selected date range.

Credits—shows the total credits for the selected date range.

Change +/- —displays the difference between the starting and ending balance.

Change %—displays the difference between the starting and ending balance.

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