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.
4. In the “Actions” column, open the three-dots menu and choose “View Account Info.”
• To edit the details of the account, click on the Edit icon (pencil) to open the “EDIT ACCOUNT” window.
• To exit the “ACCOUNT DETAILS” window, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window