{"schema":"exacc.help.page/1","url":"https://exacc.au/help/chart-of-accounts/","title":"Set up your chart of accounts","description":"View, add, edit, copy or deactivate accounts in your Exacc chart of accounts: account number, name, type, default tax code and postable bank accounts.","category":"Accounting","summary":"Open **Books › Chart of Accounts**. **New Account** adds one (**Account No**, **Account Name**, **Account Type**, **Default Tax Code**); a row's menu has **Edit**, **Clone** and **Delete**. Untick **Active** to stop using an account without losing its history.","lastVerified":"2026-10-09","apps":["app"],"processIds":["chart_of_accounts"],"start":{"label":"Open Chart of Accounts","url":"https://app.exacc.au/{dbId}/books/chart-of-accounts"},"menuPath":["Books","Accounting","Chart of Accounts"],"steps":[{"step":1,"title":"Open the chart of accounts","body":["Open **Books › Chart of Accounts**. Each account shows its **Account No**, **Account Name**, **Type**, **Default Tax Code**, whether it is **Postable**, its **Cash Flow** group and **Header**. Search by number or name."],"url":"https://app.exacc.au/{dbId}/books/chart-of-accounts","image":"https://exacc.au/help/chart-of-accounts/step-1.png"},{"step":2,"title":"Add an account","body":["Click **New Account**:"],"fields":[{"name":"Account No","help":"unique. If it is taken, Exacc suggests the nearest free numbers. It cannot be changed later.","required":true},{"name":"Account Name","help":"as it should appear on reports.","required":true},{"name":"Account Type","help":"e.g. Current Assets, Current Liabilities, Equity, Income, Cost of Sales, Expenses. Assets and liabilities appear on the Balance Sheet, the rest on Profit & Loss.","required":true},{"name":"Default Tax Code","help":"filled in when the account is chosen on a line.","required":true},{"name":"Postable","help":"for asset and liability accounts: tick it for bank and card accounts you pay from, so they appear in payment screens."},{"name":"Default Private Portion %","help":"0–99, for accounts partly used privately."},{"name":"Account Header, Cash Flow and Notes","help":"grouping on reports and your own notes."}]},{"step":3,"title":"Change, copy or retire an account","body":["**Edit** changes everything but the number. **Clone** starts a new account from this one. To stop using an account, edit it and untick **Active**: its history stays on your reports.","**Delete** is for accounts you added by mistake. It is refused for accounts set as a default in General Settings or linked to a bank feed; do not delete an account that has transactions."]}],"sections":[{"heading":"Copy a chart of accounts from another business file","body":["**Copy from another business file** brings in the accounts of a file you administer: matching numbers are updated and missing accounts added."]},{"heading":"GST","body":["**GST Settings** opens your tax codes (see **GST and tax codes**)."]}],"related":["https://exacc.au/help/gst-tax-codes/","https://exacc.au/help/create-general-journal/","https://exacc.au/help/general-settings/","https://exacc.au/help/set-up-bank-feeds/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}