How do I configure my chart of accounts?

You can edit, delete, or mark an account as inactive directly from the Chart of Accounts. Here’s how:

• Go to the Accounting module in the left sidebar.
• Switch to Chart of Accounts tab in the modular bar.
• Click the Gear icon next to the account you want to configure.
• Select the action that you want to perform on the account.

Configure Chart of Accounts

You can also view the account transactions by clicking Show Transactions next to the account.