Edit an Account

You can edit both enabled and disabled accounts.

You can also edit both active and inactive accounts, but you'll get the following warning message when editing an active account. "This account is currently in use by other objects in the system. Changes in the account code will be reflected on all past activity against this account. Are you sure you want to change the code of this active account?"

Edit an account

  1. Select Chart of Accounts from the Chart of Accounts menu, and the Chart of Accounts window opens.

  2. Select the Accounting Cycle in which you want to edit an account.

  3. Select the Account Type Group in which you want to edit an account, and the accounts are displayed.

  4. Click the Description link for the account you want to edit, or check its box and click Edit. The Chart of Accounts Detail window opens.

  5. Edit the fields as needed.

  6. Click Save. Remember: If you're editing an active account code, you'll need to confirm that you really want to change the account code for all past activity.

 

Return to Chart of Accounts Window Overview