When migrating to Flare other accounting systems, you'll probably want to have the same chart of accounts categories in Flare that existed in your previous system.
Most accounting software provides a method of exporting a chart of accounts - either by exporting the general ledger or by exporting a list of accounts and account numbers. Currently, Flare does not provide a way to import a chart of accounts from other software.
Learn how to:
Activate accounts
To activate an account group and all accounts within the group, do the following:
- In Flare’s top right menu, click the (1 below) and then click (2) in the Settings left menu.
- Click the (3 below).
- Click open an account group (4 above), and click the Active field checkbox of the account(s) you wish to enable (5).
- Click the active of the account group (6 above) to activate all accounts within the group.
Add accounts or account groups
If Flare's default chart of accounts doesn't have account groups or accounts you need, you can create your own.
Add accounts
To add an account, do the following:
- Click the in Flare's top menu (1 below) and then click (2) in the Settings left menu.
- Click a category tab (3 below) and click the icon of the account group to which you'd like to add an account (4).
- Enter an account number, and account name (5 below). Make sure the Active checkbox is checked, and click (7 below).
Once the account has been added, you'll see it within the account group you chose:
Add an account group
To add an account group, do the following:
- Click the (1 below) in Flare’s top menu (1 below) and click in the Settings left menu (2).
- Click the button (3 below).
The Add new account group window opens. - Select a sub-category from Assets, Liabilities, Equity, Revenue and Expenses categories (4 below).
- Enter an account group name (5 below).
- Click (6 above).
Learn more
Visit the following articles in Using Flare (A-Z).
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