Chart of accounts overview
What the chart of accounts is, how AccBooks organises it, and how to add, rename or reclassify accounts to match your business.
By AccBooks Team
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Resources
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Connecting a bank feed to AccBooks AI
How to link your UK or EU bank account via Open Banking, what to do when a feed stops, and how to handle accounts that don't support Open Banking.
By AccBooks Team
Read article → Importing historical data into AccBooks AI
Bring in prior-year transactions, opening balances and existing journals from Xero, QuickBooks, Sage, FreeAgent and CSV files.
By AccBooks Team
Read article → Inviting your team to AccBooks AI
How to add accountants, bookkeepers and read-only users — with the right roles and permissions for each.
By AccBooks Team
Read article → Setting up the AccBooks AI mobile app
Download, install and configure the AccBooks mobile app on iOS and Android — including biometric sign-in, push notifications and offline approvals.
By AccBooks Team
Read article → Setting up your company in AccBooks AI
A step-by-step guide to configuring your company profile, financial year, chart of accounts and first bank connection.
By AccBooks Team
Read article → Understanding the AccBooks AI dashboard
A tour of every panel on the main dashboard — cashflow, P&L summary, pending actions, bank balances and the AI activity feed.
By AccBooks Team
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