How to: Add/Edit/Delete/Deactivate an Account

Adding a New Account

Step 1: Click CHART OF ACCOUNTS on the left navigation.

Step 2: Click ADD ACCOUNT.

Step 3: Fill out all required fields and click SAVE.

Editing an Account

Step 1: Click CHART OF ACCOUNTS on the left navigation.

Step 2: To edit a detail account, click EDIT from the Actions drop down menu. To edit a header account, click EDIT HEADER ACCOUNT from the Actions drop down menu for any detail account that falls under it.

Step 3: Make necessary changes and click SAVE (Only the description of the header account can be changed).

Deactivating/Deleting an Account

Step 1: Click CHART OF ACCOUNTS on the left navigation.

Step 2: Click EDIT from the Actions drop down menu. 

Step 3: To deactivate the account, uncheck the Active box and click SAVE.

To delete the account, click DELETE.