The ledger
Journal entries, the chart of accounts, dimensions, and how posting works.
How the general ledger works
Books keeps one immutable, hash-chained journal. Everything else — every report, balance, and dashboard tile — is computed from it. Here is what that means in practice.
ConceptBusiness owners, Bookkeepers, Firm staff
Designing and maintaining the chart of accounts
Account types and why they matter, how deep to go, when to use a dimension instead of a new account, and how to change the chart safely once activity exists.
How-toBusiness owners, Bookkeepers, Firm staff
Recording a journal entry
Entering a manual entry, what each field does, when a manual entry is the right tool, and what will stop it from posting.
How-toBookkeepers, Firm staff
Correcting a posted entry
Reversal is the only correction mechanism. How to choose the reversal date, what to do when the original period is closed, and how to leave a trail someone can follow.
How-toBookkeepers, Firm staff
Classes, locations, and dimensions
How to slice the same accounts by department, site, project, or fund without multiplying the chart of accounts — and how to keep the data complete enough to be usable.
How-toBookkeepers, Business owners, Firm staff
Recurring journal entries
Automating the entries that repeat — accruals, amortization, allocations — with review before they post rather than after someone notices they did not.
How-toBookkeepers, Firm staff