Get started with chart of accounts in Dynamics 365 Finance
Note
You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.
Before you set up a chart of accounts, you should plan what the chart of accounts is going to look like. The definition of a chart of accounts can be different across industries and can be different for customers. This module explores the process of planning and setting up a chart of accounts that's tailored to meet the specific needs of a customer's finance department.
Learning objectives
This module explains the following concepts:
- Plan your chart of accounts.
- Understand multiple chart of accounts if your organization plans to use multiple legal entities.
- Set up a chart of accounts.
Prerequisites
- Basic understanding of finance and accounting processes
- Ability to use Dynamics 365 Finance for basic processing
- General knowledge of basic navigation in Dynamics 365 Finance