Chart of Accounts page in the EasyHOA Software

The chart of accounts page is located under the main accounting menu of the EasyHOA software. When you click on the chart of accounts sub-menu you will taken to the chart of accounts page. The Key Features of the Chart of Accounts page: Types of Accounts: Assets: Resources owned by the business (e.g., Cash, Accounts Receivable, Equipment). Liabilities: Obligations or debts the business owes (e.g., Accounts Payable, Loans). Equity: Owner's interest in the business (e.g., Retained Earnings, Capital). Revenue: Income earned from operations (e.g., Sales Revenue, Service Income). Expenses: Costs incurred to run the business (e.g., Rent Expense, Salaries, Utilities). At the top right of the chart of accounts page is a button called "add a new account" if you click on this add a new account button a box will pop up where you can choose the account type, account name, and description, note: this new account button is setting up a parent account. To the right of this add a new account button is a button called "add a new sub account". If you click on this add a new sub account button a box will pop up where you choose the parent account, sub account name, sub account id, and description. Underneath these two buttons you will see a toggle button that can be turned on or off called "show archived". This is how you would show or hide archived accounts. At the top left of the chart of accounts page you will see these five titles to their respective pages: Assets, Liabilities & Credit Cards, Equity, Income, Expenses. When you click on the "assets" title you will be taken to the assets page where you will see five sections that represent five types of asset accounts. The five types asset accounts are: Bank Account, Accounts Receivable, Capital Improvements, Long-term assets, and other current assets. To a sub-account to any of these asset accounts click on the + icon underneath that section called "add a new sub-account." To the right of the "assets" title is a title called "liabilities & credit cards" when you click on this liabilities & credit cards title you will be taken to the liabilities & credit page where you will see the following main sections: accounts payable, credit card, current liabilities, and long-term liabilities. To a sub-account to any of these liability sections click on the + icon called "add a new sub account" underneath its respective liability section. To the right of this liabilites & credit card page is a title called "Equity". When you click on this equity title you are taken to the equity page where you will see the main sections of: Equity, and Retained earnings. You can add a sub account underneath these equity sections by clicking on the + icon called add a new sub account. To the right of the equity title is a title called "Income". If you click on this income title you will be taken to the income page. This page is defaults to have the following income accounts: Operating Income, Other Income, and Reimbursement. You may create a sub account under any of these income accounts by clicking on the + icon called add a new sub account. To the right of the income title is a title called "Expenses". If you click on expenses it will take you to the expenses page where it lists the following expense accounts: Operating Expenses, Other expenses. You may add a sub account to these expense accounts by clicking on the + icon called add a new sub account. To the right of each parent account and sub account you will see a pencil icon. If you click on the pencil icon it will take you to the page where you can edit that parent or sub account.