MEAPSA

Set up the chart of accounts in Dynamics 365 Business Central

Do you want to know how to set up the chart of accounts in Business Central? This module will focus on managing the chart of accounts. The Chart of Accounts list provides quick access to G/L accounts and balances, and the budgets feature provides a comparison between actual amounts and budgeted amounts by using a combination of G/L accounts, periods, and dimensions.

Business User

Functional Consultant

Dynamics 365

Business Central

Module Objectives

By the end of this module, you will be able to:

Use the chart of accounts.
Create new G/L accounts.
Assign account categories.
Set up and assign account subcategories.

Units

Introduction to setting up G/L accounts min
Use the chart of accounts min
Set up account categories and subcategories min
Maintain the chart of accounts min
Check your knowledge min
Summary min

Prerequisites

Basic understanding of how to navigate the Dynamics 365 Business Central application and of the chart of accounts