QuickBooks Tutorial 1-3: Edit an Account

Step 1: Select an Account to Edit
Click once on the name of the account you wish to edit. Click the Account button in the Chart of Accounts window and choose Edit. The Edit Account window will appear displaying information about the account you selected.

Step 2: Change Account Type
Change the account type by making a selection from the available types in the Type field. Note that you cannot change an account type to or from Accounts Payable or Accounts Receivable.

Step 3: Adjust Account Name
Change the spelling or the name of an account in the Account Name field. Check the Sub-Account of box if this account is to be a sub-account of another account. Indicate the account of which this account is to be the sub-account. Alternatively, uncheck the box if you want to remove sub-account status.

Step 4: Enter Optional Changes
Make any other changes that you want to enter for this account. Click OK to save your changes, or click Cancel if you change your mind and don't want to edit this account.
 


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