How do I update a chart of account?

You can update the classification using the following steps:

1. Go to Accounting / Settings / Chart Of Accounts and Click on the COA Classification option on the top right of the screen

2. Select the COA that you want to update the grouping for

3. Update the Main Group, Sub Group 1 or Sub Group 2

4. Select the Row Title as (Match COA name)

5. Click the Save button

To Edit a COA:

1. Go to Accounting / Settings / Chart Of Accounts and Click on COA you want to update

2. Select the Main Group, Sub Group 1 and Sub Group 2

3. Click Save & Close

To Delete a COA:

1. Go to Accounting / Settings / Chart Of Accounts and Click on COA you want to update

2. Select the Delete button on the top right

IF PRO TIP: If a chart of account has activity, it will not allow you to delete it. You can update the status to Inactive in order for it to not be used in the future.