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.