Edit or delete a chart account

Prepare these items.

• Confirm the account is not needed for current work.
• Know the replacement coding if reports depend on it.

Follow the workflow.

1. 1

   Find the account

   Open Chart of Accounts and use search/filter to locate the account.

   Expected result The target account row is visible.

   Search account

2. 2

   Edit the row

   Use the row edit action, update name/type/tax/description, and save.

   Expected result The updated row reloads with new values.

   Edit row

3. 3

   Delete only when safe

   Use Delete only when the account should no longer be available for future coding.

   Expected result The row disappears or is no longer active.

   Delete row

4. 4

   Review source workflows

   Check reconciliation and invoice product defaults if the deleted account was used there.

   Expected result No active workflow points to the removed account.

   Account usage

Confirm before you finish.

• Updated details are visible.
• Deleted account is not available for new coding.
• Existing reports are understood before removal.

Recover without losing control.

• If delete is blocked, stop using the account and keep it for history.
• If the wrong account was changed, edit it back immediately.