How to create a new accounting category in your Chart of Accounts (COA)

To create a new accounting category in your Chart of Accounts, navigate to Accounting > AdvancedCategories and click the button at the top titled [New category].

What is an Accounting Category?

Accounting categories (also known as Chart of Accounts) are used in the categorization of the transactions that impact your Autobooks account (i.e. income, expenses, etc.), that then drive the various reports offered through our application. 

Related: How to manage accounting categories

 

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