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Chart of Accounts

Organize your Chart of Accounts.

Built-in Chart of Accounts to get you started. Or import your own in a few minutes.

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Pre-Configured Charts Of Accounts

Deskera Books comes with pr-configured Charts of Accounts suitable for your business. All the necessary mappings are done for you so you don't have to spend any time.

While adding a contact or a product, the default account values are mapped automatically, so your accounting is always correct.

You can always choose to add/edit/delete or import your own chart of accounts via a simple excel upload. Export Chart of Accounts data details in PDF, XLSX, and CSV format.

Create Customized accounts for your company’s needs

While making a chart of accounts can be time-consuming, don't worry ! with Deskera Books you can create COA including 'Account Code', 'Account Name', 'Account Type', and 'Account Balance'. Each Account is provided with a unique code.

An account can be from any other account types, such as Revenue, Expenses, Assets, Liabilities, or Equity.

Set up Bank or Cash Accounts with Charts of Accounts

You use bank accounts in the organization to keeping track of your banking transactions. With Deskera Books you can add multiple bank account, whereby the transaction within each bank account within Deskera Books remains separate.

Similarly, you can create multiple cash accounts and post entries without any issues for your daily accounting transactions.

Create Journal Entries with Ease

Do you want to create a custom account for posting any specific journal entry? Create and manage charts of accounts as per your organization's needs. Apply the custom accounts while posting journal entries.

Charts Of Account on Mobile

Chart of accounts is the list of your companies accounts and balances. Deskera Mobile app allows you to create and navigate all the COAs to meet all the business requirements and automatically generates the entries at the same time.

Add Custom Fields and Attributes to Your Chart of Accounts

Custom fields allow you to add additional information to the Chart of Account.

In Deskera Books, you can now apply various specifications by using the custom field functionality for Charts of accounts in the system. This helps you store and categorize additional information.

What our Customers Say About Us

Whatever your business
size, Deskera enables you to
simplify operations across
business functions. Here's
what our customers say
about us.

At GoDo, we understand that managing our finances and customer relationships is essential for our success. Deskera has provided us with an easy to use and intuitive platform that has enabled us to access our financial data, track customer relationships, and manage our finances with ease. We have been able to streamline our processes, better manage our finances, and stay on top of our customer relationships. We highly recommend Deskera to any business that is looking to stay organized and efficient.

Wesley Wright

CEO, GoDo Life

We are extremely pleased with our decision to switch to Deskera and have seen a significant improvement in our business operations since making the switch. The sales process was smooth from start to finish and customer support at every step of the implementation was stellar. Highly recommend Deskera to those looking for a great ERP solution.

Wally Mears

CEO, The Jungle

At Disruptive, our goal is to provide our customers with the best user experience. We implemented many elements of Deskera's integrated platform to replace other 3rd party systems thereby streamlining our operations and creating seamless customer experiences. Deskera has allowed us to improve scalability, manage resources more effectively, and prioritize customer satisfaction. We have seen measurable success due to our partnership with Deskera and we will be looking to take further advantage of the

Fred Smith

CEO, Disruptive Drinkware

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Frequently Asked Questions

Can I export Charts Of Accounts?
You can retrieve your Chart of Accounts data by exporting the details in PDF, XLSX, and CSV format.
Can I mark an account as Inactive?
Yes, Locate the Account you would like to mark as Inactive and click the three grey dots on the right-hand corner.
Can I Import Charts of Accounts?
You also have an option to bulk import the COA, via excel sheet by clicking on the Import icon.
Can I view a summary of charts of Accounts?
You can also view the COA summary like, Total number of accounts available and Total account balance.

Run Your Business With Deskera

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Deskera

Books

ERP,Books,Invoice,Quotes,Purchase orders,Bills,Inventory management,Chart of accounts,Credit,Debit notes,Custom fields,Expense,Online Invoice Payments,Multi-Currency

CRM

CRM,Contacts,Deal Stages,Sales pipelines,Roles management,Helpdesk,Email campaigns,Conversion Funnels,Marketing Automation,Activity Management,Build Landing Pages,Lead Forms

People

HR Software,Run payroll,Submit claims and expenses,Manage leave and time-offs,Hiring Management

Features

Better accounting for businessPick, Pack, Ship with DeskeraBack orders with Deskera BooksInventory with Deskera BooksMoving on from QuickbooksMaking purchases with easeCustomized reports and moreBuilding contacts and relationshipsStay on top of your billingCreating quotes with Deskera BooksEasy tax filing with DeskeraCredit notes with Deskera BooksWarehouse management with DeskeraCustom fields in DeskeraDiscover customer relationsDebit notes with DeskeraKnow and work with your contactsDeposits with DeskeraEasy deals with Deskera CRM

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Deskera’s chart of accountsUser role management with DeskeraDropship with Deskera BooksManage payroll with DeskeraInvoicing with Deskera BooksAttendance and leaveJournal entries with DeskeraExpenses and claimsGeneral ledger in DeskeraBookkeeper and accountantsOpening balances with DeskeraAccounting softwareAutomate expense managementManage sales tasksAccept online paymentsDesign no-code landing pagesConvert better with funnelsCapture leads with formsAutomate marketing workflowsAutomate hiring process

Resources

GDPR

Company

Contact usWhy DeskeraAbout Deskera

Resources

GDPR

Features

Better accounting for businessPick, Pack, Ship with DeskeraBack orders with Deskera BooksInventory with Deskera BooksMoving on from QuickbooksMaking purchases with easeCustomized reports and moreBuilding contacts and relationshipsStay on top of your billingCreating quotes with Deskera BooksEasy tax filing with DeskeraCredit notes with Deskera BooksWarehouse management with DeskeraCustom fields in DeskeraDiscover customer relationsDebit notes with DeskeraKnow and work with your contactsDeposits with DeskeraEasy deals with Deskera CRMDeskera’s chart of accountsUser role management with DeskeraDropship with Deskera BooksManage payroll with DeskeraInvoicing with Deskera BooksAttendance and leaveJournal entries with DeskeraExpenses and claimsGeneral ledger in DeskeraBookkeeper and accountantsOpening balances with DeskeraAccounting softwareAutomate expense managementManage sales tasksAccept online paymentsDesign no-code landing pagesConvert better with funnelsCapture leads with formsAutomate marketing workflowsAutomate hiring process

Company

Contact usWhy DeskeraAbout Deskera

Resources

GDPR

Industries we serve

CafesShopify sellerFranchiseseCommerce

-

Creative agenciesManufacturingTourismIT resellers

-

RetailRegional businessesStartups

-

Wholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourismIT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourism

-

IT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourismIT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agencies

-

ManufacturingTourismIT resellersRetailRegional businesses

-

StartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourismIT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare
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