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Preparing accounts from the books

When the client's books are kept in Accountin, the accounts can be built from the ledger without a trial balance file.

Preparing them

  1. Open Reports

    On the client's Reports tab find "Prepare accounts from the books".

  2. Enter the period

    Enter the period start and end, up to 18 months, and the accounts to prepare.

  3. Prepare

    Press "Prepare accounts". The draft opens on the Year end tab.

Accountin is opening to its first practices

Register your practice and we will contact you to set up your account.

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