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How Do I Edit or Retire an Account in the Chart of Accounts

Use the Actions dropdown next to any account row in Financials > Chart of Accounts to Edit that account.

Editing an Account

Unlike the Add Account dialog, editing happens inline in the table — the row's Account #, Name, and Description turn into editable text boxes right in place, with a green checkmark button to save and a red X button to cancel.

  1. Go to Financials > Chart of Accounts and find the account.
  2. Click Actions on that row, then Edit.

    A Chart of Accounts row's Actions menu with Edit highlighted

  1. Update the Account #, Name, and/or Description fields directly in the row.

    A row in edit mode with the editable fields and the red X and green checkmark highlighted

  2. Click the green checkmark to save, or the red X to cancel without saving. The Name and the Description each accept up to 255 characters. If the Name or the Description is longer, saving shows "Name is too long." or "Description is too long." below the field, and the row stays in edit mode until you shorten the text or cancel.

    A Chart of Accounts row in edit mode with the Description is too long. message highlighted below the Description field

For the Stripe account's special notes, see How Do I Edit the Default Stripe GL Account. To see who changed or retired an account, open the Activity Log (see How Do I View and Understand the Chart of Accounts). To retire or reactivate an account, see How Do I Retire or Reactivate an Account in the Chart of Accounts?

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