View Account Information

View 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 on the left, and click on it to select it. The information appears in the sidebar on the right.
• To edit the details of the account, click on the “Edit account” link at the bottom of the sidebar.
• To view a different account, click on its name in the list on the left.