How to edit the chart of accounts

  • Navigate to Settings > Business Settings > Chart of Accounts
  • Locate the incorrect account and select the pencil icon
  • Edit the account details. This includes:
    • Account Type, Account Category, Account Description 
  • Note: Account numbers can not be changed. If the account description is associated with the wrong account number, delete the account with the trash can icon and recreate the account using the correct number.
  • Click Update

If you are unable to edit the account details, view the article Why am I unable to edit the chart of accounts.