Understanding the Chart of Accounts

Finance > Chart of Accounts > Understanding the Chart of Accounts

Understanding the Chart of Accounts

Learn how financial accounts, account types, and double-entry bookkeeping work in DiverDash. This guide explains the concepts behind your chart of accounts.

circle-info

Prerequisites

Overview

The chart of accounts is the foundation of your accounting system. Every financial transaction in DiverDash is recorded against accounts in this chart. Understanding how accounts work helps you maintain accurate books and read your financial reports with confidence.

Account Types

DiverDash uses five account types. Each type serves a specific role in your financial records.

Assets

Assets are resources your business owns or controls. They have economic value.

  • Current Assets: Cash, bank balances, accounts receivable, inventory. These can be converted to cash within a year.

  • Fixed Assets: Equipment, boats, dive gear, property. These are long-term resources.

Asset accounts normally carry a debit balance.

Liabilities

Liabilities are obligations your business owes to others.

  • Current Liabilities: Accounts payable, customer deposits held, short-term loans. Due within a year.

  • Long-Term Liabilities: Mortgages, long-term equipment loans. Due beyond a year.

Liability accounts normally carry a credit balance.

Equity

Equity represents the owner's interest in the business after subtracting liabilities from assets.

  • Owner's Capital: Money invested in the business.

  • Retained Earnings: Accumulated profits not yet distributed.

Equity accounts normally carry a credit balance.

Income

Income accounts track revenue earned from your business activities.

  • Course fees, certification charges

  • Equipment rental income

  • Retail sales

  • Trip and excursion revenue

Income accounts normally carry a credit balance.

Expense

Expense accounts track costs incurred in running your business.

  • Staff wages and payroll

  • Fuel and boat maintenance

  • Insurance premiums

  • Rent, utilities, supplies

Expense accounts normally carry a debit balance.

Double-Entry Bookkeeping

DiverDash uses double-entry bookkeeping. This means every transaction affects at least two accounts. The total debits must equal the total credits for every transaction.

How It Works

When you record a transaction, you specify:

  1. One or more accounts to debit.

  2. One or more accounts to credit.

  3. Amounts that balance (total debits = total credits).

Example: Client Pays for a Course

A client pays $500 cash for an Open Water course.

Account
Debit
Credit

Cash (Asset)

$500

Course Revenue (Income)

$500

  • Cash increases (debit to an asset account).

  • Revenue increases (credit to an income account).

  • The entry balances: $500 debit = $500 credit.

Example: Pay Monthly Rent

You pay $2,000 rent from your bank account.

Account
Debit
Credit

Rent Expense (Expense)

$2,000

Bank Account (Asset)

$2,000

  • Rent expense increases (debit to an expense account).

  • Bank balance decreases (credit to an asset account).

  • The entry balances: $2,000 debit = $2,000 credit.

Debits and Credits Summary

Account Type
Debit Effect
Credit Effect
Normal Balance

Asset

Increase

Decrease

Debit

Liability

Decrease

Increase

Credit

Equity

Decrease

Increase

Credit

Income

Decrease

Increase

Credit

Expense

Increase

Decrease

Debit

Standard Accounts

DiverDash creates a standard set of accounts during registration. These accounts are designed for dive center operations and follow QuickBooks-compatible numbering conventions.

Default Numbering Ranges

Account Type
Number Range

Assets

1000 - 1999

Liabilities

2000 - 2999

Equity

3000 - 3999

Income

4000 - 4999

Expense

5000 - 9999

You can add custom accounts using numbers within these ranges. See Customizing the Chart of Accounts for details.

Tips

  • You do not need to be an accountant to use DiverDash. The system enforces balanced entries automatically.

  • Focus on selecting the correct accounts when entering transactions. The double-entry mechanics are handled for you.

  • If you are unsure which account to use, check with your accountant or refer to the default account descriptions.

Last updated