Manage Accounting Lists

Use this guide when transaction work depends on accounting lists such as chart of accounts, vendors, customers, classes, or locations.

Review Accounts

Use the Chart of Accounts settings when coding options need cleanup.

Add Accounts When Needed

Add an account only when the current chart cannot support the workflow.

Review Vendors And Customers

Use vendor and customer lists when payee or customer naming affects coding.

Check Before You Leave

List changes should support cleaner accounting; avoid creating duplicates just to finish one transaction.