How to access the Chart of Accounts

1. To access the business chart of accounts, simply log into Docyt.

2. Navigate to the menu and hover over 'Ledger' , click on 'Chart of Accounts'.

1. The page will allow you to view all the accounts related to your business.

2. The page will display tabs of COA, Unsupported COA, Bank Accounts

1. To add any COA, move the cursor towards the upper right corner.

2. Click on the blue plus icon, and a new window will appear where you can enter the account type, detail type, category name, and category code.

1. Once you have filled in all the necessary details, simply click the 'Add Category' button.

2. To export/import the chart of accounts in CSV format to your computer, simply click on the ellipsis menu and choose 'Export/ Import as CSV'. Additionally, by selecting 'Refresh', you can easily synchronize the chart of accounts between Docyt and QBO.