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Level 1

Can I edit number and names in the chart of accounts and make sub accounts out of some, and still retain the financial info?

Inherited the existing COA, and need to make sub accounts out of many, add numbers to accounts without numbers, and still retain existing financial info.

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Best answer 10-15-2018

Accepted Solutions
Moderator

Hi allen, Yes, you can edit the number and names in your...

Hi allen,

Yes, you can edit the number and names in your Chart of Accounts without affecting the financial data. Note: Do not change the Category Type and the Detail Type of the account.

Before we can start editing the account, we'll have to enable first the account numbers feature:

  1. In the upper-right corner, click the Settings menu (gear icon).
  2. Select Account and Settings, and go to the Advanced tab.
  3. Under the Chart of Accounts section, put a check mark in the Enable account numbers box.
  4. Click Save.
  5. Click Done.

Now, we can start editing the account numbers and names:

  1. On the left panel menu, click Accounting and go to the Chart of Accounts tab.
  2. Choose an account, and click the drop-down arrow next to View register.
  3. Choose Edit, enter or change the needed information.
  4. Click Save and Close.

If you need further assistance in editing the accounts, just let me know. 

View solution in original post

3 Comments
Moderator

Hi allen, Yes, you can edit the number and names in your...

Hi allen,

Yes, you can edit the number and names in your Chart of Accounts without affecting the financial data. Note: Do not change the Category Type and the Detail Type of the account.

Before we can start editing the account, we'll have to enable first the account numbers feature:

  1. In the upper-right corner, click the Settings menu (gear icon).
  2. Select Account and Settings, and go to the Advanced tab.
  3. Under the Chart of Accounts section, put a check mark in the Enable account numbers box.
  4. Click Save.
  5. Click Done.

Now, we can start editing the account numbers and names:

  1. On the left panel menu, click Accounting and go to the Chart of Accounts tab.
  2. Choose an account, and click the drop-down arrow next to View register.
  3. Choose Edit, enter or change the needed information.
  4. Click Save and Close.

If you need further assistance in editing the accounts, just let me know. 

View solution in original post

Level 1

Thanks James, What if I want to change the Detail Type....

Thanks James, What if I want to change the Detail Type.  Also, numbers already live, some have them, some don't.  :)
Level 1

I would also be interested in knowing what would happen i...

I would also be interested in knowing what would happen if changing the detail type -- or how to do it...

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