Chart of Accounts

Build and maintain a well-structured account framework for your business -- designed for professional accountants with multi-company management in mind.

Understanding Account Types

Kantivo follows widely recognized accounting classifications so your books conform to professional standards right out of the box:

Type	Number Range	Normal Balance	Examples
Assets	1000-1999	Debit	Checking, Receivables, Machinery
Liabilities	2000-2999	Credit	Payables, Notes Payable, Credit Lines
Equity	3000-3999	Credit	Owner Capital, Retained Earnings
Income	4000-4999	Credit	Product Sales, Consulting Fees, Interest Earned
Expenses	5000-5999	Debit	Lease Payments, Power & Water, Supplies
Cost of Goods Sold	6000-6999	Debit	Raw Materials, Manufacturing Labor

Creating an Account

Navigate to Chart of Accounts using the sidebar menu
Press Add Account
Complete the form with the following information:
- Account Number - A unique numeric code (optional but strongly encouraged for organized reporting)
- Account Name - A clear, descriptive label
- Account Type - Choose the appropriate classification from the dropdown
- Parent Account - Leave blank for a top-level account, or pick a parent to nest this as a sub-account
- Description - Additional context about the account's purpose (optional)
Press Save to add it to your chart

Sub-Accounts & Hierarchy

Kantivo lets you nest accounts beneath parent accounts so you can track granular detail while still seeing aggregated totals at a glance:

Bank Accounts (parent)
- Checking Account (sub)
- Savings Account (sub)
- Petty Cash (sub)

To Create a Sub-Account:

Use the Add Sub-Account action, or assign a parent account during the creation process
The new sub-account will be displayed with an indent beneath its parent in the chart
The parent account automatically reflects the combined balance of all its children

Account Register

Drill into the transaction-level detail for any individual account:

Press the Register button adjacent to the account you want to examine
Review every debit, credit, and the running balance over time
Narrow results by date or use the search bar to locate particular entries
Select any row to open the full transaction for editing or review

Account Views

Switch between three display modes using the toggle buttons at the top of the Chart of Accounts screen:

View	Description	Best For
Organized	Tree-structured layout grouped by account type	Everyday navigation and browsing
With Totals	Hierarchical tree enhanced with live balance figures	At-a-glance financial position review
Quick List	A flat, sortable table of every account	Rapid searching and bulk filtering

Importing Chart of Accounts

Migrating from QuickBooks or another system? Kantivo can ingest your existing account structure:

Head to Data Migration > QuickBooks Import
From QuickBooks, export your Chart of Accounts in IIF or Excel format
Upload the exported file into Kantivo and map each column to the correct field
Preview the results, then confirm to finalize the import into your local database

Warning: The import process will not replace accounts that already share the same account number. Any duplicates are flagged so you can review and resolve them manually.

Tip: Adopt a systematic numbering scheme from the start -- assets in the 1000s, liabilities in the 2000s, and so on. Consistent numbering makes financial reports far easier to interpret and keeps your books tidy as your business scales.