Accounting

Your books live inside the Invoicing app. There is no separate Accounting icon on your workspace home. The deeper accounting menus (chart of accounts, journals, taxes, and manual journal entries) sit alongside your invoices once you have the rights to open them, and administrators get that full access automatically. Use Invoicing to bill; use the Accounting menus when you need the double-entry books behind the invoices.

What you can do

• Customer invoices & vendor bills. Record what you're owed and what you owe, with taxes and payment terms, posted to the right accounts. See Vendor bills.
• Journals & chart of accounts. Keep a chart of accounts and post entries to sales, purchase, bank, and cash journals.
• Taxes. Configure tax rates and fiscal positions, and see the tax on each posted document.
• Record payments. Register customer and vendor payments against the invoices and bills they settle. See Get paid.
• Post manual entries. Enter journal entries by hand for opening balances, adjustments, and anything that doesn't come from an invoice or bill.

Who can open the Accounting menus

Administrators get full accounting access the moment their account is set up: the chart of accounts, journals, and manual journal entries all appear inside the Invoicing app. You grant the same access to a bookkeeper or accountant from their user record. People without accounting rights still send and pay invoices; they just don't see the ledger.

Going further

The base product keeps the full double-entry ledger: invoices, bills, taxes, journals, the chart of accounts, and manual entries. The reporting and automation layer on top is a package you turn on when you need it.

Related

• Bill customers in Invoicing.
• Expense claims post here from Expenses.
• Sales and purchases flow in from Sales and Purchase.
• Sync posted invoices to your accountant's QuickBooks Online.