Managing your accounts is crucial for the smooth and efficient operation of your business, jbadmin1, and I'm here to help guide you through the process.
If you're referring to editing the active account preview period from the Chart of Accounts in QuickBooks Online (QBO), the steps are as follows:
- Go to the Gear icon and select Chart of Accounts.
- Look for the account you want to edit.
- Click the drop-down arrow next to the Account history under the Action column associated with the specific account, and choose Edit.
- If the option to edit the Active Account Preview Period is available, make the required adjustments according to your business needs.
- Click Save to apply the changes.
If, by chance, your query is relating to a different aspect, feel free to provide more specific details about what you'd like to adjust or modify. Understanding the exact feature or issue will allow me to offer more precise guidance, ensuring I address your needs effectively.
I'm also sharing these articles with you for more detailed information about managing a chart of accounts:
If you have any more questions or need further assistance on how to edit the active account preview period of your account, jbadmin1, please don't hesitate to add. We're always here to help ensure your QuickBooks Online experience is as seamless and productive as possible.
