How do I configure my chart of accounts? You can edit, delete, or mark an account as inactive directly from the Chart of Accounts. Here’s how: Go to the Accountant module from the left sidebar and navigate to Chart of Accounts. Click the account you want to configure. Select the action that you want to perform on the account.

If you have account details stored locally or you are migrating from another accounting system, you can easily import them into Zoho Books. Here’s how: Log in to your Zoho Books organization. Go to Accountant on the left sidebar, and select Chart of Accounts.

In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple contacts, why was this feature not included.

Feb 14, 2025 · I'd like to know the COA account type, any sub accounts, what goes where, any payment splits, etc. Thank you for the help and keeping your answer simple. 1 user has this question. I'm a US-based manufacturer, have several employees, and pay via third-party payroll. I have a COGS account called Direct Labor for wages paid to production employees.

Feb 28, 2025 · 🔹 What is the Chart of Accounts?The Chart of Accounts (COA) in Zoho Books is a structured list of all the financial accounts used in a business. It helps in...

When creating a new Organisation and selecting 'clone', the COA (Chart of Accounts) are not cloned. For example; Locked (system) accounts revert back to their original name(s) AND all primary/sub account relationships are lost.

A Chart of Accounts (COA) and Journal Integrations are vital parts of accounting and payroll systems. The COA is a structured list of financial accounts used by a company, categorising transactions like assets, liabilities, income, and expenses.

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How do I configure my chart of accounts? You can edit, delete or mark an account as inactive directly from the Chart of Accounts. Here’s how: Go to Accountant > Chart of Accounts. Click the Gear icon next to the account you want to configure. Select the action that you want to perform upon the account.

Feb 26, 2025 · A Chart of Accounts (COA) is a structured list of all financial accounts used by a business to record transactions. It categorizes financial data into specific groups, making it easier to track income, expenses, assets, liabilities, and equity.