For most businesses, the chart of accounts provided during the initial account setup process will meet your needs. But there may be times when you need to add to, edit, or delete accounts from your chart of accounts due to the changing requirements of your business.

To add an account to your Chart of Accounts (CoA):
  1. Select Accounting from the left menu.
  2. Click New.
  3. Select the appropriate account type in the Category Type drop down menu. 
  4. Select the appropriate Detail Type in the drop down menu. 
  5. Fill in all remaining fields and click Save and Close. 
​To edit an account in the CoA:
  1. Select Accounting from the left menu. 
  2. Locate the account you'd like to edit. 
  3. Select the drop down arrow next to Account history or Run report (depending on the account).
  4. Select Edit.
  5. Make all desired changes and click Save and Close. 
​To edit an account's history in the CoA:
  1. Select Accounting from the left menu. 
  2. Locate the account you'd like to edit. 
  3. Select Account history. 
  4. Select the transaction you'd like to edit.
  5. From here you can make changes to all available fields and click either Delete, Edit, Cancel, or Save

​See Also:

Change the sort order of my Chart of Accounts

Importing a Chart of Accounts

Deleting default accounts in the Chart of Accounts