To change an account's basic information

If you haven't already read the Accounts Overview, see Changing, removing or inactivating accounts for more information.

Warning: Other accounts may be affected

 When you change an account's number, the accounts in your accounts list will be reorganized to reflect the change. For example, if you change the number of a header account so it's no longer associated with its detail accounts, the detail accounts will be automatically moved up one account level.

The Accounts List window should be displayed.

  1. Highlight the account you want to change in the Accounts List window, then click the Edit button to open the Edit Accounts window.

  2. Make the changes you need to make. You can change the account's number, name and opening balance.

  3. Click OK.

To change an account's basic information