SwimOffice Admin - Super User

Here are the steps to create your Chart of Accounts.

  1. Go to Billing Setup.
    1. Chameleon users: In the side menu click Billing Admin > Billing Setup.
    2. New CMS users: In the side menu click Financial Tools > Billing Setup.
  2. Alternatively, you can access it via Registration Admin.
    1. Chameleon users: In the side menu click Team Admin > Registration Admin.
    2. New CMS users: In the side menu click Team Tools > Registration Admin.
  3.  Click CoA Setup tab.
  4. You can either click a CoA already listed to edit it
    OR
    Click Add New.
  5. Enter the CoA name.
  6. Always leave the "Charge Type" as Normal Charge/Discount.
  7. Click Save Changes.

Note: You cannot delete a CoA once it has been used but you can merge it into another CoA or hide it; see the below articles.

If you will be integrating into QuickBooks please watch the below tutorial.

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See Also
Merge CoAs
Delete/hide/unhide CoAs
CoA Sum -- Chart of Accounts report
Can I post a payment against a chart of accounts?