Select a Chart of Accounts Type

It is in this form that you choose your default Account Currency and set your Chart of Accounts.

First select your default Currency.  This setup usually goes with your default country.  So if your default country is United States, then you will select USD on this field.

Next is set your Chart of Accounts.  You have the option to either use our set of predefined default accounts by company type or build your own Chart of Accounts.

Click each option to give you detailed steps to follow when creating or building your Chart of Accounts.

Create a default Chart of Accounts

When Create a default Chart of Accounts is selected, you may select from a predefined set of accounts depending on your Company Type.

Create a custom Chart of Accounts

When Create a custom Chart of Accounts is selected , you may manually add and configure your own set of accounts or even import from an external file.