How do I configure my chart of accounts?
You can edit, delete or mark an account as inactive directly from the Chart of Accounts. Here’s how:
- Go to Accountant > Chart of Accounts.
- Click the Gear icon next to the account you want to configure.
- Select the action that you want to perform upon the account.
Note:
Few system defined accounts (marked by the Lock icon) can’t be edited or deleted.
You can also view the account transactions by clicking Show Transactions next to the account.
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