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.
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.
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.
Similarly, you can create multiple cash accounts and post entries without any issues for your daily accounting transactions.
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.
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.
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Ideal for startups. Send invoices, track bills and expenses, and generate financial statements.
per user, per month
✓ Startup
✓ Create 30 invoices & bills
✓ Create recurring invoices
✓ Collect payment online
✓ Connect your bank
✓ Invite your accountant
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Ideal for growing businesses and SMBs. Send more invoices, fulfill orders, track inventory.
per user, per month
✓ Unlimited invoices and bills
✓ Create recurring invoices
✓ Collect payment online
✓ Connect your bank
✓ Multi Currency
✓ Invite your accountant
✓ Add free users
✓ Email & chat support
✓ Access to Helpcentre & Deskera Academy
Professional
A powerful solution for advanced users! Use custom fields to track data and create reports.
per user, per month
✓ Unlimited invoices and bills
✓ Create recurring invoices
✓ Collect payment online
✓ Connect your bank
✓ Multi Currency
✓ Add your own custom fields
✓ Get complete inventory management
✓ Invite your accountant
✓ Add free users
✓ Email & chat support
✓ Access to Helpcentre & Deskera Academy
All Plans include:✓ Award winning Mobile App✓ 24X5 Email support✓ Access to Helpcentre & Deskera Academy
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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.
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