{"id":5053,"date":"2019-08-19T09:00:13","date_gmt":"2019-08-19T09:00:13","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%af%d9%84%d9%8a%d9%84-%d8%a7%d9%84%d8%ad%d8%b3%d8%a7%d8%a8%d8%a7%d8%aa\/"},"modified":"2026-10-20T14:11:28","modified_gmt":"2026-10-20T14:11:28","slug":"chart-of-accounts","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/chart-of-accounts\/","title":{"rendered":"Chart of Accounts: Viewing, Branches and Required Permissions"},"content":{"rendered":"
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The Chart of Accounts<\/strong> shows all your business’s accounts in a tree (main accounts and the sub-accounts under them) with each account’s balance. This guide explains how to view and manage the chart, the permissions users need, and how to view the accounts and balances of all branches.<\/p>\n

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\ud83d\udec8<\/span><\/p>\n

Note:<\/strong> Make sure the Accounting<\/strong> app is enabled in your account.<\/p>\n<\/div>\n

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Contents<\/p>\n

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  1. Viewing the chart of accounts<\/strong><\/a><\/li>\n
  2. Managing accounts from the chart<\/strong><\/a><\/li>\n
  3. Adding accounts for suppliers, clients or others directly from the chart<\/strong><\/a><\/li>\n
  4. Exporting the chart of accounts to Excel<\/strong><\/a><\/li>\n
  5. The chart of accounts and branches<\/strong><\/a><\/li>\n
  6. Viewing accounts and balances for all branches<\/strong><\/a><\/li>\n
  7. Required permissions<\/strong><\/a><\/li>\n
  8. Why doesn’t an account appear for a user?<\/strong><\/a><\/li>\n
  9. FAQs<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Viewing the chart of accounts<\/h2>\n
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    1. From the main menu, click Accounting<\/strong>.<\/li>\n
    2. Click Chart of Accounts<\/strong><\/a>.<\/li>\n
    3. The accounts appear in a tree, and each account or main account shows its total debit, credit and balance. Click any main account to view the accounts under it.<\/li>\n<\/ol>\n
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      \ud83d\udec8<\/span><\/p>\n

      Note:<\/strong> To view the accounts you’ve hidden, turn on Show Hidden<\/strong>.<\/p>\n<\/div>\n

      Managing accounts from the chart<\/h2>\n