How do I add or change an account in my chart of accounts?

Go to Finance → Accounts, click New, choose the account type and give it a name and code.

The account type determines where it appears. Income and expense accounts appear in your profit and loss. Asset, liability and equity accounts appear in your balance sheet. Choosing the wrong type puts the account in the wrong report.

An account used in a transaction cannot be deleted, because deleting it would remove history. Deactivate it instead. It stops appearing in dropdowns while its past transactions stay intact.

Renaming an account is safe and applies everywhere, including in past transactions.

Try it in the live demo: Open accounts

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