How to Modify Charts of Accounts or Bank Account (Article)

1. Open 'Charts of Accounts'

Click on 'Charts of Accounts' under 'Company' tab.

2. Chose Financial Account 

Click on the '+'  left to the Financial Account of choice, chose the subcategory you would like to modify, click on  orange pencil icon left to edit.

3. Modify   

Edit/Update Financial Account
Ex: Account Type, Account Name, Bank Name, etc.

4. Update

By clicking on 'Update' your Financial Account will be updated with the new changes.