Edit Account Information

Use the Edit Account panel to correct or update the information stored on an existing Chart of Accounts entry.

Steps

1. Click on the Financials tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the Chart of Accounts tab.
3. Click the account you want to edit in the account list.
4. Click Edit account at the bottom of the account details panel on the right.
5. Update any of the fields as needed (see below).
6. Click Save to confirm your changes.

Fields You Can Edit

• Account # — an optional account number.
• Account Name — the name that identifies the account throughout Financials.
• Account Type — chosen from a dropdown: Credit Card, Liability, Asset, Bank, Expenses, Equity, or Income.
• Detail Type — a more specific classification; the options in this dropdown change based on the Account Type you select.
• Starting/Year-to-Date Balance — the account’s opening balance.
• Parent Account — optional; nests this account underneath an existing account in the Chart of Accounts.

To exit without saving, click Cancel.