Chart of Accounts

The chart of accounts organizes all your financial accounts into categories. It is the backbone of your accounting system in DiverDash.

Prerequisites

• FINANCE_VIEW permission to view the chart of accounts.

• FINANCE_MANAGE permission to add or edit accounts.

## Overview

Your chart of accounts is a structured list of every account used to record transactions. DiverDash creates a default chart of accounts during registration. This default structure is QuickBooks-compatible, making it easy to export data to your accountant.

Accounts are organized into five types:

Type	Purpose	Examples
Assets	What your business owns	Cash, Bank Accounts, Equipment, Inventory
Liabilities	What your business owes	Loans, Customer Deposits, Accounts Payable
Equity	Owner's stake in the business	Owner's Capital, Retained Earnings
Income	Revenue earned	Course Fees, Rental Income, Retail Sales
Expense	Costs incurred	Wages, Fuel, Maintenance, Insurance

Viewing the Chart of Accounts

1. Navigate to Finance > Chart of Accounts.

2. Browse the account list. Accounts are grouped by type.

3. Use Search to find a specific account by name or number. Each account displays:

• Account Number: A numeric code for ordering and reference.

• Account Name: A descriptive name.

• Type: Asset, Liability, Equity, Income, or Expense.

• Balance: The current account balance.

Auto-Created Accounts

When you register your dive center on DiverDash, a standard set of accounts is created automatically. These accounts cover common dive center needs:

• Cash and bank accounts (Assets)

• Accounts receivable and payable

• Common income accounts (course fees, rental income, retail sales)

• Common expense accounts (wages, fuel, maintenance)

• Equity accounts (owner's capital, retained earnings)

You can customize these accounts and add new ones at any time.

Learn More

• Understanding the Chart of Accounts — Learn how account types, double-entry bookkeeping, and debits/credits work.

• Customizing the Chart of Accounts — Add, edit, and organize accounts to match your business.

Tips

• Review your chart of accounts during initial setup to confirm the defaults match your needs.

• Keep account names clear and consistent.

• Do not create duplicate accounts. Use search before adding a new one.

• Inactive accounts can be hidden from transaction forms while preserving historical data.

Troubleshooting

Problem	Solution
Missing default accounts	Contact support. Default accounts are created during registration and should always be present.
Account not appearing in dropdowns	Check that the account is active. Inactive accounts are hidden from transaction forms.
Cannot delete an account	Accounts with transactions cannot be deleted. Deactivate the account instead.
Account balance seems wrong	Review the transactions posted to that account. Check for voided or reversed entries.

Related Pages

• Payment Methods -- Payment methods are mapped to Asset/Bank accounts in the chart of accounts.

• Transactions

• Expenses

• Reports

• Finance Overview