📜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 Headquarters!

• 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

💡 HQ 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.