FIRM
Firm Books
Search…
⌘K
Firm Books
Books Setup
Books setup
Account mapping
Numbering sequences
Statement identity
Operations
Periods
Audit log
Integrity alerts
Configuration
Chart of accounts
Reconciliation defaults
Tax mapping
Integrations
Bank feeds (Plaid)
Stripe / Payments
Drake export
Cross-app
Firm-wide settings →
Chart of Accounts
This setting moves in soon — see roadmap.