What accounts are for
The Accounts page shows the chart of accounts imported from your connected accounting platform — Xero, Sage, or QuickBooks. These accounts are used when posting Invoices, Credit Notes, and payments to your accounting system.
This page is read-only. Accounts are managed in your accounting platform and synced to Project Commander when you connect on the Connections page.
Viewing accounts
Navigate to Settings > Data > Accounts. The table lists all synced accounts with their code, name, description, type, and tax type. A source icon indicates which provider each account came from.
Filter by Provider (Xero, Sage, QuickBooks), Type (Revenue, Expense, Asset, Liability, Equity), or Tax Type to narrow the list.
Next steps
- Connections — connect to or manage your accounting platform.
- VAT Rates — manage VAT rates, including those synced from your provider.