After an account has been created, there may come a time where some changes need to be made. There may be a typo in the account name or you need to move the account under another parent account.
To edit an account,
- Click the Chart of Accounts tab to view all of your current accounts.
- Find the account you want to edit and click the pencil icon on the far right of the account name to open the edit window.
- Make any changes you need to your account, like the name, number, location (within the chosen account type), beginning date and balance (if eligible), and task-related checkboxes.
- Click "Save" to confirm your changes.
Note: There are some exceptions on what can be edited for an account, dependent on particular factors. An account's type (asset, liability, equity, fund, income, expense) cannot be edited once the account has been saved and created. An account's beginning balance and date cannot be created once the account has one attributed transaction.
Note: It's not recommended to rename an account for a different purpose. For the sake of historical data, all new purposes should receive their own account.