Creating a chart of accounts in gnucash
Mike or Penny Novack
mpnovack at mtdata.com
Thu Feb 4 10:25:14 EST 2016
On 2/4/2016 4:30 AM, Dave H wrote:
> Have you tried running gnucash and going File >> New ???????????????????
>
> Cheers Dave H
>
> On 4 February 2016 at 06:43, <lnorton001 at neo.rr.com> wrote:
>
>> I want to transfer all accounts from a manual system for a small business
>> to gnucash. I would like to create the chart of accounts first, but I
>> cannot figure out how to get to a screen to do this. Please help. I have
>> been reading the manual, but apparently I am missing the info I need.
>> Thank you,
>> Linda Norton
The easiest way for a total newbie (IMHO)
1) Read the instructions for getting started as they apply to using ANY
of the basic example "starter books". Yes, that's not YOUR desired COA
but follow the instructions and give a name to your new books.
2) Open these books and delete all but one (of those starter accounts)
under each top parent (assets, income, expenses, liabilities, equity)
3) Add (at least) one from you intended new CoA ad then delete the
remaining one form the starter accounts. Add the rest from your desired
CoA. Note: I suggest frequent saves as you go along.
4) When your CoA is complete, enter your opening transaction(s) --- if
you use two opening transactions each will be just a one sided split
(wait to try your first two way split till you have more experience).
Remember to check Imbalance!
Michael
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