The Chart of Accounts

Changing An Account's Details

Find the account as described above.

Either: click on the account you wish to alter to select it (the account will be highlighted) and click on the Edit button, OR click on the arrow next to the account. Either way the Edit Accounts/Account Information widow will be displayed (the same window that appears for a new account).

Tab to and alter the relevant fields.

You cannot change a section header account to a detail account, or change a detail account with transactions assigned to it to a section header account. When you change an account's number, the account list is re-ordered (in account number order). If a section header is separated from its sub-accounts, they are moved up one level. If the section header is moved up or down a level, its sub-accounts are also moved up or down a level.

Click OK . This will record the account with the changed information.

 

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