Chart of Accounts & Journals
Keep your ledgers organized and accurate.
How to Create the Chart of Accounts TableLearn how to set up the Chart of Accounts table and understand how to customize its view to manage your accounting structure efficiently.
Adding Chart of Accounts Using PromptsLearn how to add accounts to your Chart of Accounts using simple prompts with Adam
How to Import Multiple Chart of Accounts RecordsLearn how to import multiple account records to your Chart of Accounts with Adam’s assistance.
How to Search and Filter Your Chart of AccountsLearn how to quickly find and organize accounts in your Chart of Accounts using search and filter options
How to Edit a Chart of Accounts RecordLearn how to edit account details like name, code, type, and opening balance directly from your Chart of Accounts table.
How to Duplicate a Chart of Accounts RecordQuickly create a copy of an existing Chart of Accounts record using the Duplicate feature in the Row Action menu
How to Delete Chart of Accounts RecordsRemove one or multiple Chart of Accounts records using the Row Action feature for cleaner data and better organization.
How to Export Your Chart of AccountsLearn how to download your chart of accounts as an Excel file for offline use or sharing.
How to View the General Ledger for an AccountQuickly access the General Ledger for any account to review all related journal entries and track transactions.
How to Create the Journal TableLearn how to set up the Journal table and understand its key columns to effectively track your business transactions and related details.
Adding Journal Entries Using PromptsLearn how to add journal entries quickly and easily using simple natural language prompts with Adam.
How to Import Multiple Journal EntriesLearn how to upload multiple journal entries at once with Adam’s assistance.
How to Search and Filter Your Journal EntriesLearn how to quickly find and organize journal entries using built-in search and filter tools.
How to Edit a Journal EntryLearn how to update journal details on Adam
How to Duplicate a Journal EntryQuickly create a copy of an existing journal entry using the Duplicate feature in the Row Action menu.
How to Delete a Journal EntryRemove one or multiple journal entries using the Row Action feature for cleaner records and accurate financial tracking
How to Export Your JournalsDownload your journal entries as an Excel file for offline analysis or sharing with your team.
How to View and Manage Journal EntriesSee all line-by-line records inside a journal entry and make updates as needed