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Accounts & Ledger

Account Type List

The Account Type List displays all account type categories used to classify accounts in the Chart of Accounts. Standard types include Bank, Asset, Liability, Equity, Income, Cost of Goods Sold, and Expense. Access from Ledger › Account Types.

Filters

Category

Filter by category. Select a category to show only account types of that type (Asset, Liability, Equity, Income Statement, or All).

Filter

Quick-search the displayed list. Type text to instantly filter rows by matching against the selected column.

Find Column

Column to search within.

Find Method

Search method: Starts With, Contains, or Exact Match.

Sort Column

Column to sort the list by.

Sort Method

Sort order: Ascending or Descending.

Auto Size Columns

When checked, columns auto-size to fit their contents. When unchecked, column widths are saved between sessions.

Show

Filter by activity status: Active Only, Inactive Only, or Active & Inactive.

Group

Filter the list by group.

List

List

The main list view showing all records. Double-click a row to edit. Right-click for options.

New

Create a new record.

Edit

Edit the selected record.

Delete

Delete the selected record.

Print

Print the list.

Export

Export the list to a file.

Refresh

Force a refresh of the list data.

Close

Close the list screen.

Default Columns

ColumnDescription
NameName of the account type.
Parent NameParent type for hierarchical grouping.
CategoryFinancial statement category.
Min NumberMinimum account number for this type.
Max NumberMaximum account number for this type.

Related Screens

Account Type Master Chart of Accounts

Quasar Accounting 7.1 • © Linux Canada Inc. • Table of Contents