View Your Chart of Accounts

Overview: This article will walk you through the steps on how to view your Chart of Accounts. 

Note access to operating accounting reports is limited to users with a Tier 2 subscription or higher.

Upgrade your account to Tier 2

Step 1. On the Dashboard Page select MISCELLANEOUS and Manage Firm Accounting: 

Step 2. This will open up the Manage Firm Accounting Page. Select View Chart of Accounts

Step 3. This will open up the View Chart of Accounts Page. You can print, export or view the Chart of Accounts on this page.