Setup new accounts

HI Mac176​, 

Can I confirm if you’ve been invited as an accountant and are accessing this through your partner dashboard, or are you logging in directly via the app? From within the app there are five reports available: Profit and Loss, GST Report, GST Return, Transaction List and Taxable Payments.

If you’ve been invited as a bookkeeper or accountant and are using the partner dashboard, you’ll see slightly different options compared to what’s in the app. What you won’t find in the app is an option to export the chart of accounts and then make changes to bring it back in. To make edits, you’ll need to go to More >> Categories (excluding balances)

Thanks, 

Hannah