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.
4. In the “Actions” column, open the three-dots menu and choose “Edit Account Info.”
5. When you are happy with your account setup, click on the “Save” button.
• To exit the “EDIT ACCOUNT” window, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.