Edit financial accounts

In the Edit Account panel, you can update account information, update the starting balance, make financial accounts inactive, make an account the default account, and delete accounts.

You can change the type for a financial account only if the financial account is not being used to issue vouchers.

  1. From the company setup menu, choose Financial Accounts.
  2. Click the account you want to update.
  3. Change the information.
  4. Click Save.