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Adding, Editing, and Deleting Accounts or Subaccounts

Manage your chart of accounts from the Accounts page. You can add new accounts, create subaccounts, update existing account details, or delete accounts that are no longer needed.

Written by Jimmy Chowdhury

Add a New Account

  1. Click Accounting in the left navigation menu.

  2. Click Accounts.

  3. Click Actions.

  4. Select New Account.

  5. Select the Account Type.

  6. Enter the Account Name and Account Number.

  7. Choose which company, or all companies, should be linked to the account.

  8. Click Create Account.

For more information about company-specific books and operating accounts, see Managing Separate Books by Company and Setting Operating Account.

Create a Subaccount

When creating the account:

  1. Check Is a Subaccount.

  2. Choose the parent account from the dropdown.

  3. Confirm that the subaccount type matches the parent account type.

  4. Click Create Account.

A warning will appear if the account types do not match. If needed, edit the parent account first to confirm its account type before creating the subaccount.

Edit an Existing Account

  1. From Accounting > Accounts, select the account you want to update.

  2. Click Edit Account.

  3. Make the necessary changes.

  4. Save your updates.

Delete an Account

  1. From Accounting > Accounts, select the account you want to remove.

  2. Click Delete Account.

  3. Confirm the deletion.

Accounts cannot be deleted if they contain transactions or subaccounts.

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