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mrsduh
Level 1

how do I edit chart of accounts?

 
1 Comment 1
JorgetteG
QuickBooks Team

how do I edit chart of accounts?

Great question, Mrsduh. You've come to the right place for help. To edit your Chart of Accounts in QuickBooks Online, follow these steps:

 

  1. Navigate to the Gear icon in the upper right corner.
  2. Select Chart of Accounts.
  3. You can scroll down or use the search bar to find the account you want to edit.
  4. In the Action column, click the small drop-down arrow and choose Edit.
  5. Update the necessary fields in the account setup and then Save to apply the changes.

 

Please note that while most accounts are editable, QuickBooks automatically creates default and special accounts (such as Undeposited Funds, Retained Earnings, and Opening Balance Equity) that are not modifiable due to their integral role in the accounting system.

 

Furthermore, you can visit these resources to enhance your financial management by being guided through updating or reviewing transactions, reconciling accounts, and keeping your records current.

 

 

You might also want to explore QuickBooks Live Bookkeeping to streamline your accounting processes, ensure accuracy in your financial records, and provide expert support, allowing you to focus more on growing your business.

 

That's it! You've successfully edited an account in your chart of accounts. Feel free to reach out if you have any other questions or need further assistance.

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