TailrideChart of Accounts
Manage the expense accounts Tailride uses to code invoice line items.
Overview
Tailride codes every invoice line item against your chart of accounts. This section shows your current chart and where it comes from — the status pill reads Synced from [provider], Based on a template, or No chart of accounts yet.
Getting a Chart
There are three ways to set one up:
Sync from Your Accounting System
If an accounting integration is connected, click Sync from [provider] to import its chart of accounts. Re-sync any time to pick up changes — the summary shows how many accounts were created, updated, or deactivated.
A provider-synced chart is read-only in Tailride: manage the accounts in your accounting system and re-sync.
Disconnecting the accounting integration retires its chart: past codings keep resolving, and ownership falls back to your template or uploaded chart (if you had one), which becomes editable again.
Start from a Template
With no integration connected, apply a country template instead: Global (generic), United States, United Kingdom, Deutschland (SKR03), France (Plan Comptable Général), España (PGC), Portugal (SNC). The template matching your country setting is suggested automatically.
Template-based charts are fully editable: add accounts (code, name, and type — Expense, Income, Asset, Liability, Equity, Other), edit them inline, or remove them.
Upload Your Own Chart as CSV
If you already have a chart of accounts — for example exported from another tool — you can upload it as a CSV file. Click Download CSV template to get an example file, fill it in, and click Upload CSV. Optionally give the chart a name; it then appears in the status pill instead of the generic Based on a template label.
The file needs a header row with at least code and name columns; type (expense, income, asset, liability, equity, or other — defaults to expense when empty) and description are optional. Rows with missing values, duplicate codes, or unknown types are reported with their row numbers so you can fix the file and retry. Uploading replaces your current template-based chart (a synced provider chart is unaffected), and uploaded charts are fully editable, just like template-based ones.
Only one source owns the chart at a time. When you switch — for example from a template to a synced QuickBooks chart — Tailride migrates learned coding rules to the new chart where accounts can be matched; the rest are re-learned as you code.
Import Coding History
Once a provider-synced chart exists, Import coding history pulls how bills are already coded in your accounting system, so new invoices are coded the same way from day one. The import runs in the background.
Improve Coding with Anonymized Data
The "Improve coding with anonymized data" toggle (on by default) shares anonymized vendor-to-category patterns — never descriptions or amounts — to improve automatic coding for everyone. Turn it off to opt out entirely.
Where This Is Used
The chart powers automatic coding of invoice line items and the account pickers throughout the app; the assigned codes are what gets pushed to your accounting system on export. Per-supplier defaults and learned rules are managed in Suppliers & Coding Rules. Cost dimensions (Xero tracking categories, QuickBooks classes/locations, Sage analysis types, and similar) are managed separately under Cost tracking.