Modifying an Account

Although you can change most of the information about an account at any time, you should exercise restraint - a constantly changing chart of accounts will be difficult to use and difficult to audit. For audit purposes, any changes that you make to the structure of the chart of accounts will be recorded in the Log File.

  1. Choose Show>Accounts

The list of accounts in your system will be displayed.

  1. Highlight the account(s) that you wish to modify and Choose Edit>Modify Account or press Ctrl-M/⌘-M

Alternatively, you can double click a single account to modify it.

The Account entry window will be displayed.

  1. Click on or tab into the field that you want to change and enter the new information
  1. Click OK to accept these changes

Click Cancel to discard the changes.