How to add or delete a chart of accounts?

Adding or Deleting Charts of Account

While you can edit existing accounts within the initial onboarding stage, adding or deleting charts of account isn't available here. To manage these actions, navigate to the main Charts of Account section within your accounting software. Here's the typical path:

  1. Go to the Accounting Module.


  1. Click on Configuration.
  2. Select Charts of Account.

(Refer below Screenshot)


 

On the Charts of Account Page:

  • Search for existing accounts.
  • Edit account details.
  • Add new accounts.
  • Delete accounts