Ledgers
Your chart of accounts
Ledgers are shown as a tree of groups and subgroups, with no depth limit.
Updated 10 October 20261 min read
On this page
Ledgers shows each client's chart of accounts as a nested tree, the same way Tally groups it.
What you can do
- Search and filter ledgers.
- Create a ledger under any group, or create a new group or subgroup.
- Rename or move ledgers and groups.
- Delete a ledger or group after typing its name to confirm.
- Review near-duplicate ledgers, then Merge or Dismiss.
When the client is connected to Tally, these changes are queued for Tally too. AutoBooks updates its own list first. If Tally rejects a change, the two can differ until the next Sync Masters.
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Related articles
- LedgersMerge or delete a ledger safelyMerges move vouchers to the ledger you keep. Deletes only finish when no vouchers still use the ledger.
- Companies and syncSync MastersCopies ledgers, groups, and voucher types from Tally into AutoBooks.
- Ledgers and rulesCreate a suggested ledgerWhen no ledger fits, AutoBooks suggests a new one. Create it under any group, or dismiss it.
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