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Viewing or Editing Your Chart of Accounts in DealerKit

This guide explains the process of accessing an making changes to your chart of accounts within Dealerkit.

Written by Brandon Shaw
Updated over 5 months ago

To access and manage your Chart of Accounts in DealerKit:

  • Navigate to your username in the top-right corner.

  • Click the dropdown menu and select Settings.

  • On the Settings page, choose Accounting from the menu on the left.

Within the Accounting section, you can:

  • Manage your expense categories

  • Configure your accounting integration sync (e.g., Sync to Xero)

To add a new expense category:

  • Click + Add

  • Choose whether it should be a parent category or a sub-category


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