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Edit an Account Category in the Chart of Accounts

Edit any account in DoorLoop's Chart of Accounts — rename it, fix a misspelling, or update its settings for lease charges and deposits.

Written by Samuel

Overview

If you need to make changes to an account in your Chart of Accounts — such as renaming it, fixing a misspelling, or updating its lease charge and deposit settings — you can do this directly from your Chart of Accounts.

The Steps

  1. To edit an existing account category, click Accounting > Chart of Accounts on the main menu.

  2. Find the account you want to edit . Click the 3-dots on the right or it and select Edit.

  3. On the Edit Account window, edit any of the fields you need to change — for example, update the Account Name field to rename the account or fix a misspelling.

  4. Click Save to apply the changes.

The account is now updated everywhere it appears in your Chart of Accounts and reports.

Note: Accounts in the Chart of Accounts are sorted by account type, then numerically and alphabetically. They can't be reordered manually.

Disclaimer

The information provided is not offered by a licensed accountant, should not be considered accounting, financial, or legal advice, and is provided (and intended) for general informational purposes only. Do not rely on the information provided; rather, please verify applicable accounting laws and regulations independently. This information should not be considered a substitute for professional advice and does not offer Generally Accepted Accounting Principles (GAAP). The author and publisher are not liable for any damages or losses resulting from reliance on this information.

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