📜Setting up Your Chart of Accounts

How to create and edit a custom account or import an existing list into your Chart of Accounts (COA).

Creating a Custom Account

Add a new Account to your current list.

• Select the “Add New” button at the top right of the page and select “Create Account”

• Input the new Account’s Code and Name, and choose from one of our pre-determined Account types

• Briefly describe the new Account, and select the “Create” button

• The new Account will now show in your Chart of Accounts list, and can be searched for by Name or Code

Customising Your Accounts

Personalise individual Accounts in a few simple steps.

• Select the three dots on the right of an individual Account

• Select “edit” to make changes to existing Accounts

• Make changes to Code, Name, Type, or add a new description

• Select the “Save button”

Import Existing Chart of Accounts

Already have an existing set of Web3 Chart of Accounts? You can now import them in CSV format directly into Gnosis HQ!

• Create a CSV file for the accounts you wish to add. This should include Code, Name, Type, and Description. An example template can be found HERE

• Select the “Add New” button at the top right of the page and select “Import.CSV”

• Select the “Create” button

• Choose to import the entire list, or select individual Accounts. Then, confirm your selection

• The new Accounts will now show in your Chart of Accounts list, and can be searched for by Name or Code

💡 Tip: Importing a custom Chart of Account will remove your current list to prevent duplicate accounts. Ensure your CSV contains your full COA before importing.