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June 10, 2020
Question

Need help to edit/recreate chart of accounts.

  • June 10, 2020
  • 1 reply
  • 3 views
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1 reply

June 10, 2020

Hey there, Barbara35.

 

You've come to the right place for help. The Chart of Accounts is the complete list of all your company's accounts and balances. In QB, it shows and organizes the company's assets, liabilities, income, and expenses. If you need to edit an account in the COA all you have to do is follow these steps:

  1. Select Accounting from the left menu.
  2. Locate the account you'd like to edit.
  3. Select the drop down arrow next to Account History or Run Report (depending on the account)
  4. Select Edit.
  5. Make any and all desired changes and click Save and Close.

I found an article that goes over in detailhow to edit and add to the Chart of Accounts. I'm here as well if you have any questions simply reply below at any time to contact me.