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Chart of Accounts (report)

The Chart of Accounts report provides a complete list of general ledger (G/L) accounts, grouped by category, including balances and account types.

You can filter the report by account categories, ranges, or balances to tailor the view for structural reviews, audits, or financial planning.

Use cases

Use the report when setting up or reviewing your company’s account structure, verifying posting groups, or preparing for financial reports and audits.

Controllers and finance teams can use the report to:

  • Set up or review the company’s account structure and ensure alignment with reporting requirements.
  • Verify posting groups and account categories for accuracy and consistency.
  • Prepare for audits or financial reporting by reviewing account balances and classifications.

Auditors can use the report to:

  • Understand the structure of the general ledger and verify account setup.
  • Identify any inconsistencies or gaps in account categorization or usage.

Try the report

Try the report here: Chart of Accounts

Tip

If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.

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