Accounting settings
Open Menu > Settings > Accounting to manage accounting preferences, taxes, payment terms, and related behavior. These settings supply defaults, validation, calculations, and reporting across supported transactions. Chart of accounts and Accounting periods are separate destinations under Menu > Accounting.
The settings area includes:
- Default accounts, Accounting period preferences, and SaaS metrics preferences.
- Taxes: Tax jurisdictions, Tax agencies, Tax types, Tax codes, Tax exemption certificates, and Review 1099-NEC vendors.
- Terms.