View Account Information

Click any entry in your Chart of Accounts to review its stored details without opening the edit form.

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 review in the account list.

The details panel on the right displays the account’s Account #, Account Name, Balance, Account Type, and Detail Type.

Click Edit account at the bottom of the panel to make changes, or click a different account in the list to view its information instead.