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 AccountantChart of Accounts.
  • Click the Gear icon next to the account you want to configure.
  • Select the action that you want to perform upon the account.

Configure Chart of Accounts

Few system defined accounts (marked by the Lock icon) can’t be edited or deleted.

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

Show Transactions

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