How to look at accounts

Hi Ggastro ,

You can view all the categories that are already set up by going to the Accounting menu and selecting Categories (Chart of Accounts). Please see the attached image for reference. I also recommend visiting this help page for more information: Categories (Chart of accounts)

Feel free to post again, we're happy to help!

Regards,
Earl

Thanks, I had found that.

However, how do  I then open the account to see transactions. For example I have a credit card payment in my Bank feed, and want to look at the credit card liability account to see what transactions have already been entered., and which need to be entered as new expenses, or accounted for as drawings where personal

Hi Ggastro,

You can find the information you need in the bank transactions. To open the account and see the transactions, go to the Bank Transactions page, locate the credit card payment in your bank feed, and click on the transaction to open it. This will allow you to view the associated transactions within the credit card liability account, enabling you to review which transactions have already been entered and identify new expenses or personal drawings that need to be accounted for.

Regards,
Earl

Thanks for that.

However, is there something like the Account look-up that I am used to in AccountRight desktop which enables the look at any account?

I used to look up the various GST accounts rather than rely on the report only, as well as PAYG Payable.

Surely you can call up any account somehow?

Followed the above steps  and no associated account opens.

Wher exactly do I click?

Should I have associated it somehow?

Hi there Ggastro

You can also take a look at the Find Transactions window that enables you to view the transactions that were entered to each account. To check it, go to Banking > Find Transactions > Select Debits and credits. Feel free to post again if you require further assistance with this.

Best regards,

Doreen