Access the Manage Chart of Accounts feature on the Finance Settings page

1. Log in to Zuora.
2. From the main menu on the top right of the screen, click on Finance.
3. Locate the Manage Chart of Accounts tile on the Finance Settings page.
4. Click Manage Chart of Accounts to open the interface.

   There are four steps for you to finalize the chart of accounts configuration in Zuora:

   1. Set up the GL segment.
   2. Create your accounting code.
   3. Associate those accounting codes with different transaction types that are available in Zuora.
   4. Publish the Chart of Accounts.

      Ensure you test and validate before you publish the Chart of Accounts.

      Run test journal entries to ensure that GL strings are being generated and reported accurately. Before you go ahead and publish your chart of accounts, that is, after you complete the chart of accounts setup, you should run tests and validations against a test journal entry to make sure the output is what you want. Test everything in sandbox or central sandbox before you start using it in production.