Set up the chart of accounts in Dynamics 365 Business Central

Intermediate
Functional Consultant
Business User
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.

Learning objectives

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

  • Use the chart of accounts.
  • Create new G/L accounts.
  • Assign account categories.
  • Set up and assign account subcategories.
  • Set up a review policy for general ledger entries.

Prerequisites

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