Import your information

• Guide to import your accounting
• How to Import a Chart of Accounts
• Import your assets

Accounting Configuration

• Period Lock

Sales - Sales Channels

• How to set objectives for your sales channels
• What’s a Sales Channel & When is it Used?
• How to Create a Sales Channel
• Archive a sales channel
• What is the Goals management in Holded?

Expense Accounts

• Create an expense account

Chart of Accounts

• What is a book account?
• Managing an accounting account

Daily Ledger

• How to manage an account entry
• What is an accounting entry in Holded?

Assets

• How to create an asset, its amortization table and its entries
• What is an Asset and how does its amortization work?

Taxes

• How to manage your taxes
• Create a new tax

• Discover taxes models available in Holded
• What is the Taxes management in Holded?

Export your accounting

• How to Export the Chart of Accounts