How to add Chart of Accounts in COUNT

In COUNT, categories are created and managed through your Chart of Accounts (COA). When you add a new account in the COA, it becomes available as a category you can use to categorize transactions, build reports, and track your finances.

Adding a new COA/category

1. Go to Accounting → Chart of Accounts.
2. Click Add Account (top-right).
3. In the Create Account window, complete the required fields:

• • Account Type: Select the main type (e.g., Assets, Liabilities, Income, Expenses).
  • Account Sub-Type: Choose the best match for reporting (e.g., Office Expenses, Advertising, Bank, Credit Card).
  • Account Name: Enter a clear, specific name (this is what you’ll see when categorizing).
  • Select Display Color: Pick a color for easier visual identification in the COA list.

4. (Optional) Fill in any of the following:

• • Account Code: Helpful if your bookkeeping uses a numbering system.
  • Description: Add internal notes about what should be categorized here.
  • Default tax setting for this account: Set a default tax treatment (recommended if you use tax rules frequently).
  • 1099 Box: Select only if this category should be tracked for 1099 reporting (US).

5. Click Create.

Pro tip:  Before creating a new category, search the COA list to make sure it doesn’t already exist under a slightly different name.

Updated on: 07/01/2026