Holded

Record your business operations in an orderly and simple manner and automate your accounting processes.

What can you do in the Accounting section?

A definition helps us understand and decide. Discover the concepts that will help you to keep your accounting record successfully.

Accounting Glossary

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Everything you need to know about how to manage accounting

Accounting

The default accounting accounts will help you record the economic transactions of your business without repeating steps or tasks.

Automate your accounting accounts

By configuring the period, you will tell Holded when the year will end and you can activate the automatic accounting closing if you wish.

Automate the fiscal period

The digits are used to indicate the group, subgroup, and level of the account. Configure them and write down your accounting movements without setbacks.

Define the number of digits of your accounting accounts

Basic configuration

In just a few clicks, you will be able to move all the seats of your company and continue recording new movements.

Import and export your accounting entries

The chart of accounts gathers and organizes the accounting accounts according to the PGC. Transfer your accounts and keep your records up to date.

Import and export your ledger accounts

The benefits and performance of your assets are essential aspects of your business. Import them and follow their evolution from Accounting.

Import and export your assets

Import

When managing the Journal, you can change transaction information. Learn how to do it and identify how each modification will impact.

Edit, duplicate, or delete an accounting entry

As closings approach, accounting records need to be reviewed. Use the seat finder and detect errors quickly.

Find out of balance seats and renumber seats

These seats will help you automate the registration of your business operations and avoid repeating actions on the platform.

Use the predefined accounting entries

The seats are numbered chronologically. Learn how this process is carried out in Holded and take your accounting to the next level.

Automatic numbering of accounting entries

Accounting entries

Assign a sales and expense account

From the Chart of Accounts, you will be able to manage your accounting accounts and follow the accounting of your business in real time.

Archive or delete ledger accounts

Accounting depends on how each movement is noted. Know the accounting groups and create only the accounts you need.