• Adding & Importing Accounts in COUNT

  COUNT understands that every business has unique needs. While the initial setup creates a Chart of Accounts with common accounts based on your business type, you may need to add additional accounts for specific purposes. This article will guide you through the two methods for manually adding accounts in COUNT. Adding Individual Accounts: Navigate to the Accounts Section: Begin by clicking on "Accounting" from the left navigation bar. From there, select "Chart of Accounts." ![](https://sSome readers

• Comparing your Actuals against a Budget in COUNT

  The Budget vs. Actual report allows you to compare your budgeted amounts against your actual financial results. This report helps you identify variances and evaluate how your business is performing compared to your planned targets. To access the report: Reports → Budget vs. Actual On the Financial Statements page, click Budget vs. Actual. Generate a Budget vs. ActuaFew readers

• Connecting Your Bank Account to COUNT (for NZ users)

  Managing finances efficiently requires accurate and up-to-date data. COUNT makes this process seamless by allowing you to connect your bank account directly. This article will guide you through the steps of connecting your bank and importing your transaction history into COUNT. Benefits of Connecting Your Bank Account: Save Time: Eliminate manual data entry by automatically importing your transactions into COUNT. Improved Accuracy: Reduce the risk of errors by having your financial data flFew readers

• Connecting Your Bank Account to COUNT

  Managing finances efficiently requires accurate and up-to-date data. COUNT makes this process seamless by allowing you to connect your bank account directly. This article will guide you through the steps of connecting your bank and importing your transaction history into COUNT. Benefits of Connecting Your Bank Account: Save Time: Eliminate manual data entry by automatically importing your transactions into COUNT. Improved Accuracy: Reduce the risk of errors by having your finanPopular

• Creating a Transaction (Manually)

  Navigating through your financial transactions has never been easier with COUNT! Follow these simple steps to create transactions seamlessly: Access Transactions: From the left-side menu, click on Banking and then “Transactions.” Add Transaction: On the Transactions page, locate + Add Transaction. Select Transaction Type: Choose the appropriate transaction type based on your financial activity. You can select from options like incoming, outgoing, or transfer.Some readers

• Creating a Transfer Transaction

  Navigating through your financial transactions has never been easier with COUNT! Follow these simple steps to create transactions seamlessly: Access Transactions: On the left-side menu, click on "Banking" then “Transactions.” Add Transaction: On the Transactions page, click the “+ Add Transaction” button at the top right corner. Select Transaction Type: From the dropdown menu, choose “Transfer.” Fill in Details: After selecting the transaction typFew readers

• Edit Transaction Details

  In COUNT, managing and fine-tuning your transaction details is a breeze. Here's how you can effortlessly edit transaction details to ensure your financial records are accurate and up-to-date: Access Transaction Details: Simply click on any transaction within your account, and a transaction flyout will appear from the right, providing you with all the necessary details. Edit Transaction Details: Within the transaction flyout, locate and click on the "Edit" button to modify specificFew readers

• Filter and Sort Your Transactions

  In COUNT, we've streamlined the process of filtering and sorting your transactions, making it intuitive and efficient. Here's how you can easily manage your transactions: Filtering Transactions: Choose Account: Select the specific account you want to view transactions for. Choose Category: Filter transactions by a selected category for better organization. Select Date Range: View transactions within a specific timeframe. All Filters: Click the "All Filters" buttonFew readers

• How System-Controlled Accounts Work in COUNT (NZ)

  Some accounts in COUNT are managed automatically by the system. These are called system-controlled accounts. They support core accounting workflows such as invoices, bills, transfers, online payments, and payroll. Because these accounts are managed by COUNT, they can't be manually journaled into, deleted, or repurposed. This helps maintain the integrity of your financial records. System-controlled accounts The following accounts are automatically created and maintained in New ZealandFew readers

• How System-Controlled Accounts Work in COUNT (US)

  Some accounts in COUNT are managed automatically by the system. These are called system-controlled accounts. They support core accounting workflows such as invoices, bills, transfers, and online payments. Because these accounts are managed by COUNT, they can't be manually journaled into, deleted, or repurposed. This helps maintain the integrity of your financial records. System-controlled accounts The following accounts are automatically created and maintained in US workspaces. AccFew readers

• 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 Go to Accounting → Chart of Accounts. Click Add Account (top-right). In the Create Account window, complete the required fields: Account Type: Select the main type (e.g., Assets, Liabilities, IncomFew readers

• How to Automatically Depreciate Fixed Assets in COUNT

  After you register a fixed asset in COUNT, depreciation is calculated and posted automatically based on the depreciation settings you define. This means you don’t need to create recurring journal entries manually. This article builds on the fixed asset registration process described in How to Register Fixed Assets in COUNT and explains what happens once an asset is registered. Before You Begin BeforeFew readers

• How to Create and Manage Budgets in COUNT

  Budgets help you plan and track expected financial performance over a specific period. In COUNT, you can create an overall budget, define the start period, choose how actuals are calculated, and enter budget amounts by account before publishing the budget. To access the Budgets module: Planning → Budgets The Budgets page displays all existing budgets, including their status, start period, end period, and last updated date. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/Few readers

• How to Disconnect and Delete a Bank Account from Your COUNT Workspace

  If you no longer need a connected bank account in your workspace, you can either revoke its access or delete it entirely. COUNT gives you control over what happens next — whether you want to preserve existing data or fully remove it from your records. Steps to Delete a Bank Account Go to Settings From the left sidebar, click Settings, then scroll down to Banking & Payments and click Bank Feeds. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/caFew readers

• How to Import Transactions to Your Workspace

  If you haven’t connected your bank account yet — or just need to bring in multiple transactions at once — COUNT lets you easily import transactions in bulk using two methods: Import via Bank Statements Import via CSV file Steps to Import Transactions Open Transactions Go to Banking from the left sidebar of your workspace, then click Transactions. Click Import Icon On the right side of the screen, click the upward-pointing arrow, then select the option you want tPopular

• How to Import Trial Balance Into COUNT

  You can import a trial balance into COUNT using a CSV or Excel file. This is commonly used when setting up a new company or bringing opening balances from another accounting system. A trial balance represents your account balances as of a specific date, and each row should represent one account. Steps to Import a Trial Balance From the left-hand menu, click Accounting, then select Journal Entries. In the top-right corner, click the import icon. ![](https://storage.crisp.cFew readers

• How to Import Your Chart Of Accounts Into COUNT

  You can import your Chart of Accounts into COUNT using a CSV or Excel file. This is useful when migrating from another accounting system or setting up your workspace for the first time. Follow the steps below to complete the import: From the left-hand menu, click Accounting, then Chart of Accounts and click the import icon.Few readers

• How to Merge Accounts in COUNT (Chart of Accounts)

  Why Merge Accounts? Sometimes duplicate accounts are created by mistake, or you may want to simplify your accounting structure by combining accounts. The Merge Account feature allows you to move all transactions from one account (Source Account) into another (Target Account). This helps you: Eliminate duplicates. Keep reporting accurate and consistent. Maintain a cleaner Chart of Accounts. Go to the Chart of Accounts From the left-Some readers

• How to Merge Fixed Assets in COUNT

  COUNT allows you to merge multiple draft fixed assets into a single registered asset. This is useful when a single physical asset has been purchased across multiple transactions (for example, equipment, installation, and accessories). This feature helps ensure your fixed asset register stays clean and accurate while maintaining a complete cost basis. When to Use Asset Merging You should merge fixed assets when: One asset was purchased in multiple transactions Related costs (e.g. shipFew readers

• How to Nest Chart of Accounts in COUNT

  Nesting accounts in COUNT allows you to organize your Chart of Accounts (CoA) into a clear hierarchy. Instead of having all accounts listed at the same level, you can create sub-accounts under a parent account. This makes financial reports easier to read and ensures related accounts are grouped together. Creating a Sub-Account Go to Accounting from the left-hand menu. Open the Chart of Accounts. Click Add Account (or edit an existing account). In the modal window,Few readers

• How to Recognize & Categorize Transfers in COUNT

  Not all money movements in your accounts are income or expenses. Some are just transfers between your own accounts—like moving funds from checking to savings or making a credit card payment from your main bank account. These should be categorized as transfer transactions in COUNT. What Counts as a Transfer? A transfer transaction is when money moves between two accounts you own—such as: Transferring funds between bank accounts Moving money between a business account and a creditFew readers

• How to Reconnect and Merge a Disconnected Bank Account in COUNT

  If a bank connection becomes disconnected, COUNT allows you to reconnect it and safely link it with the existing bank account in your workspace. This ensures continuity in your transaction history and avoids duplicate accounts. Reconnecting a Disconnected Bank Account 1. Go to Connected Banks From the left-hand navigation, click Settings, then click Bank Feeds. Here, you’ll see all bank accounts currently connected to your workspace. ![](https://storage.crisp.chat/users/helpdeskSome readers

• How to Register Fixed Assets in COUNT

  Registering Fixed Assets in COUNT allows you to track long-term business assets such as equipment, furniture, vehicles, and computers, while automatically handling depreciation, book value tracking, and reporting. Once an asset is registered, COUNT will calculate depreciation over time and reflect it in your accounting records based on the asset setup and rules you define. Benefits of Registering Fixed Assets in COUNT Registering fixed assets in COUNT helps you: Track long-term busineFew readers

• How to Split a Transaction in COUNT

  Sometimes, a single transaction might cover multiple categories—like a business lunch and office supplies on the same receipt. COUNT makes it easy to split one transaction into multiple parts with different categories. Steps to Split a Transaction Go to the Transactions Tab From the left sidebar, click on Banking, then Transactions. **Select the TransaFew readers

• How to Undo Split Transactions in COUNT

  If you’ve split a transaction but need to reverse it, COUNT makes it simple to undo your splits and get your original transaction back. What Is a Parent Transaction? When you split a transaction, the original transaction becomes the parent transaction. It holds the total amount and has a split icon on it in the Transactions table—this lets you easily identify which one to edit. Steps to Undo a Split Transaction Open the Transactions Tab Go to Banking from the left sidFew readers

• How to Use History & Audit in COUNT

  COUNT’s History & Audit experience gives you better visibility into activity across your accounting records. You can see what happened, what changed, who made the change, and when the activity occurred. The audit log also provides filtering options to help you find specific activity more easily. Audit History Is Available For Audit history is available for: Invoices Bills Journal Entries Recurring Invoice Templates Bill Batch Payments Transactions How to Access the AuFew readers

• Introduction to Debits & Credits

  Welcome to the world of accounting, simplified with COUNT! Diving into accounting concepts can feel overwhelming, especially when they seem different from how you manage your personal finances. Don't worry — we're here to walk you through the basics, starting with debits and credits. When you're reviewing your reports in COUNT and something doesn't quite match your expectations, it helps to understand how debits and credits work. The good news is that COUNT handles most of this automatiFew readers

• Tracking Refunds in COUNT: Keeping Your Finances Organized

  Managing refunds is an essential part of any business. COUNT makes it easy to track refunds for your expenses, ensuring your financial records remain accurate and transparent. Understanding How Refunds Work in COUNT: Unlike refunds for income (sales), refunds for expenses require a specific approach in COUNT. Here's how to handle them: Navigate to Transactions: From the left-side menu, click on Banking, then Transactions. This page lists all your financial activities. ![](hSome readers

• Understanding Receipts vs Expense Claims in COUNT

  COUNT provides two different ways to manage business spending documentation: Receipts and Expense Claims. While both involve collecting receipt information, they serve different purposes within the platform. Receipts The Receipts feature allows users to upload or take photos of receipts directly in COUNT. COUNT’s AI will then attempt to: Read the receipt details Match the receipt to incoming bank feed transactions Attach the receipt to the corresponding transaction automatFew readers

• Understanding Retained Earnings in COUNT

  COUNT never posts closing entries into a Retained Earnings account. If you migrated from another system, your historical Retained Earnings account is kept (locked) to hold your pre-migration balances; everything after that point is calculated automatically and presented directly in your financial reports. This approach ensures retained earnings are always accurate and eliminates the need for manual year-end closing entries or journal adjustments. How Retained Earnings Work in COUNT RetaFew readers

• Using the Reconcile Transaction Tool in COUNT: A Step-by-Step Guide

  The Reconcile Transaction modal in COUNT is a powerful tool designed to simplify transaction management, ensuring your financial records remain accurate and aligned with real-world activity. This guide provides an in-depth walkthrough of the modal’s features and various tabs and shows how to use them effectively. Accessing the Reconcile Transaction Modal Hover over any transaction row on the Transactions page. Click on the category field to open the Reconcile Transaction modal.Some readers

• What Are Journal Entries and How to Enter Them in COUNT

  Most transactions in a business occur when money changes hands or is expected to change hands. However, some business activities do not involve the immediate exchange of money. These are recorded as journal entries, also known as journal entries. Common Examples of Journal Entries: Recording Non-Cash Expenses: Such as depreciation. Making Period-End Adjustments: Adjusting for accrued expenses or income. Adjusting Account Balances: Correcting errors or reclassifying amountsSome readers

• Working with Multi-Currency in COUNT

  COUNT's native multi-currency functionality allows you to manage customers, suppliers, bank accounts, and transactions in multiple currencies while maintaining a single reporting currency for your financial statements. Whether you're invoicing overseas customers, paying international suppliers, or reconciling foreign bank accounts, COUNT automatically handles exchange rates and currency gains and losses behind the scenes. How Multi-Currency Works Every COUNT workspace has a default **repFew readers