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March 21, 2024
Question

Our company just changed from QB desktop to QB Online. I need to edit an account that I set up incorrectly on the chart of accounts. How do I do this?

  • March 21, 2024
  • 1 reply
  • 5 views
No text available

1 reply

MJoy_D
QuickBooks Team
March 21, 2024

I can guide you with editing the account you set up from the Chart of Accounts, rjegkan.

 

You can go to the Chart of Accounts from the Gear icon or Transactions tab.

 

Here are the steps to follow:

 

  1. Go to the Transactions and select Chart of Accounts or from the Gear icon, choose Chart of Accounts.
  2. Locate the account you'd like to edit and select the dropdown arrow under the Action column. 
  3. Select Edit. 
  4. Make all desired changes and click on Save. 

 

If you need more insights on setting up, adding, and organizing your accounts effectively, check out this article: Add an account to your chart of accounts in QuickBooks Online. It also covers important details about account limitations based on your QuickBooks plan.

 

You might also find these articles helpful in achieving basic tasks in QBO: Video tutorials for QuickBooks Online.

 

Should you encounter any challenges or have additional questions while editing your Chart of Accounts, feel free to reply in this thread. We're here to assist you every step of the way. Have a great rest of the day!