Guide: Change a Chart Account

From PlantX.net

This guide shows how to change a Chart Account.

1. Select menu option Action | Maintain | Chart of Accounts.

Chart of Accounts window will open.

2. Click on the account that requires changing.

3. Click on the Change Chart Account button.

The Chart Account dialog opens.

• Faster: Double-click the account to edit immediately.

4. Change any necessary fields.

• The Account Type cannot be changed. Once an account is created, the type is permanent since changing the account would have adverse effects on accounting documents.
• See Reference: Chart Accounts to learn about the Chart Account values.

5. Click OK to commit changes.