Adding, Modifying, or Removing Accounts

Modify an account

You can rename a linked account and it will not affect the link.

Removing an account

You can only remove an account if:

• You have finished entering your company's historical information.
• The account has a zero balance.
• It is not being used as a linked account in your company.
• It has not been used since the earliest transaction date.
• The account has not been used in transactions belonging to the current or previous year.

What do you want to do?

Add or remove an account

Modify an account class 

Modify an account type