The Chart of Accounts is the list of GL accounts Rundoo posts to — the spine that turns every sale, payment, order, and stock movement into a journal entry your accountant can read.
In the Admin > Chart of Accounts > Accounts tab, you'll see every account in your ledger with its number, name, type, starting balance, and start date. The Mapping tab on the same page is where you tell Rundoo which account each kind of transaction should post to — see Account mapping for that side.
When you add an account, Rundoo asks you to pick one of six types. They're the standard GL categories — if you've set up a Chart of Accounts in QuickBooks or Xero, these will look familiar.
| Type | What it holds | Examples in Rundoo |
|---|---|---|
Asset |
What the business owns. | Bank accounts, merchant card deposits, inventory value, accounts receivable. |
Liability |
What the business owes. | Sales tax payable, payroll withholdings, accounts payable, customer credits. |
Equity |
Owner's stake — opening balances, retained earnings, draws. | Owner's equity, retained earnings. |
Income |
Revenue the business earns. | Sales, card surcharges billed back to customers, freight income. |
COGS |
Cost of goods sold — the cost side of every sale. | COGS is its own type in Rundoo (not lumped in with Expense) so your gross margin calculation stays clean on the Profit & Loss. |
Expense |
Operating costs. | Wages, card processing fees, rent, utilities. |
<aside> 💡
Rundoo uses Income, not "Revenue" — pick Income for any account that receives money earned from sales.
</aside>
Rundoo ships every new company with a pre-seeded Chart of Accounts so you can start posting from day one. The numbers follow the standard 1000-series-per-type convention — Assets in the 1000s, Liabilities in the 2000s, Equity in the 3000s, Income in the 4000s, COGS in the 5000s, Expenses in the 6000s.
Typical accounts you'll see out of the box:
BANK ACCT, Bank-Card, Accounts Receivable, and Inventory accounts (per-department, e.g. Inventory - Paint).Accounts Payable, Retained earnings payable, and the sales-tax-payable accounts tied to each location's tax rate.Sales (the catch-all sales account), CardSurcharge (credit-card surcharges billed back to customers).COGS (the default cost-of-goods-sold account hit on every sale).Wages, CardFees (card processing expense).Your Rundoo onboarding team sets up the account numbers that match your existing books — if you already have a Chart of Accounts in QuickBooks or on paper, tell your implementation manager and we'll mirror it so the exports line up with what your accountant expects. Any accounts you need that aren't in the starter set (payroll withholdings, Shopify deposits, a second bank, a tip liability) can be added yourself from the Add account flow below.
If you need an account Rundoo doesn't ship with — a second bank, a new expense category, a tip liability, a separate inventory account for a new department — add it yourself.
