Once you have completed the set up information in Settings > Accounting Settings, next go to Accounting on the navigation bar, and click on Chart of Accounts.  

The BoosterHub Chart of Accounts comes with a default set of accounts that align with the IRS Form 990 tax return. You cannot change the accounts listed, but you can add an unlimited number of sub-accounts. To add a new sub-account, click the blue + Account box, select the account type, provide a name, select which account the new entry will be a sub-account of, and Save.

There are a number of accounts that are automated. Among these is Uncategorized Store Transactions, which is the default account for anything that sells in the Store that is not assigned to an Accounting account. There should not be many items in this category, but it is there as a default. Another is the Cash Tally Over/Under account, which is the account that reconciles the Cash Tally Sheet. You can use a Journal Entry to account for money in Cash Tally Over/Under.

Other smart accounts are the Bank and Cash Accounts. When you enter a Bank account, it will pull up the ledger for the account. You can edit the information by clicking the Edit button, and note that the Edit screen will ask you to select which account is connected to your USIO credit card account. This screen does not update the account automatically, it just tells the system where to record those amounts. 

The Cashbox accounts are connected to the Cash Tally Sheet.  When you open the Cashier screen, it defaults to the standard Cashbox or gives you a list if you have added additional Cashboxes. You will need to do a tally after your events and move any cash from the Cashbox to Cash Undeposited Funds. This account is used for transit, so when cash is moved from the Cashbox and is waiting to be deposited, it will appear in Cash Undeposited Funds, letting the Treasurer know that there is money due for deposit. Once you make the deposit, record the deposit in the bank account and clear it from the Cash Undeposited Funds. The Credit Card Undeposited Funds is the same type of account for credit card transactions—money from credit card transactions goes to Undeposited Funds as transactions are made over the course of the event, then that money is automatically transferred to the bank account when the credit card transactions are batched at the end of the business day.