Xero: Modifying Chart of Accounts
Автор: The Ambitious Bookkeeper® by Serena Shoup, CPA
Загружено: 2025-11-25
Просмотров: 57
In this episode, I'm walking you through one of the most fundamental skills in Xero - how to customize your chart of accounts. Whether you're a new business owner setting up your books or you've inherited a messy default chart of accounts, this tutorial will show you exactly how to add, modify, and organize your account categories so your financial reports actually make sense for your business.
In this episode you’ll hear:
How to properly number and organize your chart of accounts
The difference between account types
My philosophy on keeping your chart of accounts lean
Step-by-step instructions for adding new accounts
Resources mentioned in this episode:
Start your free trial of Xero: https://xero5440.partnerlinks.io/xirp...
Accountants & Bookkeepers: become a Xero partner: https://xeroamericas.partnerlinks.io/...
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