{"id":17476,"date":"2025-05-28T10:43:59","date_gmt":"2025-05-28T14:43:59","guid":{"rendered":"https:\/\/alix.ai\/documentation\/?post_type=docs&#038;p=17476"},"modified":"2025-10-02T09:59:14","modified_gmt":"2025-10-02T13:59:14","password":"","slug":"chart-of-accounts","status":"publish","type":"docs","link":"https:\/\/alix.ai\/documentation\/en\/doc\/accounting\/chart-of-accounts\/","title":{"rendered":"Chart of accounts"},"content":{"rendered":"<div class=\"pdfprnt-buttons pdfprnt-buttons-docs pdfprnt-top-right\"><a href=\"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/17476?print=print\" class=\"pdfprnt-button pdfprnt-button-print\" target=\"_blank\" ><img decoding=\"async\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/plugins\/pdf-print\/images\/print.png\" alt=\"image_print\" title=\"Print Content\" \/><\/a><\/div><h2>Synchronize the chart of accounts<\/h2>\n<p>Upon synchronization, information from Zoho Books will be updated in ALIX.<\/p>\n<blockquote><p>Note: synchronization does not affect accounts deactivated in ALIX, only active accounts.<\/p><\/blockquote>\n<ol>\n<li>In <strong>Settings<\/strong>, go to the <strong>Integration<\/strong> section.<\/li>\n<li>Click <strong>Details<\/strong> next to the Zoho Books app.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-17477\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h38_57-1024x333.png\" alt=\"\" width=\"1024\" height=\"333\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h38_57-1024x333.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h38_57-300x98.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h38_57-768x250.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h38_57.png 1287w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>Click on the <strong>Chart of accounts<\/strong> synchronization icon.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17478\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h39_28.png\" alt=\"\" width=\"247\" height=\"301\" \/><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p>Here is the list of synchronized accounts:<\/p>\n<table>\n<tbody>\n<tr>\n<td>Asset<\/td>\n<td>other_current_asset<\/td>\n<\/tr>\n<tr>\n<td>Liability<\/td>\n<td>other_current_liability<\/p>\n<p>other_liability<\/p>\n<p>accounts_payable<\/td>\n<\/tr>\n<tr>\n<td>Income<\/td>\n<td>income<\/p>\n<p>other_income<\/td>\n<\/tr>\n<tr>\n<td>Expense<\/td>\n<td>expense<\/p>\n<p>cost_of_goods_sold<\/p>\n<p>other_expense<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<h2>View accounts<\/h2>\n<ol>\n<li>In <strong>Settings<\/strong>, go to the <strong>Accounting<\/strong> section, then <strong>Chart of accounts<\/strong>. The list of all accounts appears.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-17479\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h40_06-1024x566.png\" alt=\"\" width=\"1024\" height=\"566\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h40_06-1024x566.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h40_06-300x166.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h40_06-768x425.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h40_06.png 1528w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>To view information for a specific account, click on it.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-17480\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h41_28-1024x507.png\" alt=\"\" width=\"1024\" height=\"507\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h41_28-1024x507.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h41_28-300x148.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h41_28-768x380.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h41_28.png 1033w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h2>Activate\/deactivate an account<\/h2>\n<p>It is possible to activate or deactivate an accounting account in ALIX.<\/p>\n<blockquote><p>Note: synchronization does not affect accounts deactivated in ALIX, only active accounts.<\/p><\/blockquote>\n<ol>\n<li>In <strong>Settings<\/strong>, go to the <strong>Accounting<\/strong> section, then <strong>Chart of accounts<\/strong>.<\/li>\n<li>Select the desired account, then click <strong>Activate \/ Deactivate<\/strong> at the top of the list.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17481\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h41_55.png\" alt=\"\" width=\"824\" height=\"388\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h41_55.png 824w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h41_55-300x141.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h41_55-768x362.png 768w\" sizes=\"(max-width: 824px) 100vw, 824px\" \/><br \/>\nOR<br \/>\nClick on the desired account, then click <strong>More actions -&gt; Activate \/ Deactivate<\/strong> in the top right corner.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-17482\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h43_09-1024x503.png\" alt=\"\" width=\"1024\" height=\"503\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h43_09-1024x503.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h43_09-300x147.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h43_09-768x377.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/05\/2025-05-28_10h43_09.png 1032w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Synchronize the chart of accounts Upon synchronization, information from Zoho Books will be updated in ALIX. Note: synchronization does not [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"doc_category":[636],"doc_tag":[],"year_month":"2026-06","word_count":187,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Genevi\u00e8ve Lamarche","author_nicename":"glamarche","author_url":"https:\/\/alix.ai\/documentation\/author\/glamarche\/"},"doc_category_info":[{"term_name":"Accounting","term_url":"https:\/\/alix.ai\/documentation\/en\/docs-category\/accounting\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/17476"}],"collection":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/comments?post=17476"}],"version-history":[{"count":5,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/17476\/revisions"}],"predecessor-version":[{"id":18563,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/17476\/revisions\/18563"}],"wp:attachment":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/media?parent=17476"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/doc_category?post=17476"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/doc_tag?post=17476"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}