Getting started
Account groups, levels, and how to bring an existing chart across without losing history.
Start from the account groups — assets, liabilities, equity, income, expense — and add levels only where you will actually report at that level. A chart with more detail than your reports use is a chart nobody maintains.
Import the account codes first and check the trial balance foots before posting opening balances. Opening balances posted against a chart you are still editing are the single most common source of a close that will not reconcile.
Create a workspace, import a chart of accounts and post a document. The ledger underneath is the same one that will carry you at ten times the size.
