Accounting setup: Accounts and channels
These pages decide which accounts your entries post to. Give each sales channel its own accounts or tag its entries, manage the financial line types on order lines, and keep the chart of accounts reference handy for what posts where.
| To… | Go to… |
|---|---|
| post each sales channel's sales and COGS to its own accounts | Use different accounts for each sales channel |
| tag revenue and COGS with the sales channel using Xero tracking categories or QuickBooks classes | Tag entries by channel with tracking categories |
| create and edit the financial types on your orders' revenue and cost lines | Manage financial line types |
| look up the default accounts and what posts to each | Chart of accounts reference |
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