Edit Account Information

Edit the information you have entered for an account.

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. In the “CHART OF ACCOUNTS” window that opens, locate the account name in the list and click on its name to select it.
4. In the “NEW ACCOUNT” sidebar that opens, click on the “Edit Account” button.
5. When you are happy with your account setup, click on the “Save” button.
• To exit the “EDIT ACCOUNT” window without making changes, click on the “Cancel” button.