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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 accountsUse different accounts for each sales channel
tag revenue and COGS with the sales channel using Xero tracking categories or QuickBooks classesTag entries by channel with tracking categories
create and edit the financial types on your orders' revenue and cost linesManage financial line types
look up the default accounts and what posts to eachChart of accounts reference
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