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Edit the Chart of Accounts in AccountsPrep

How to make changes to existing accounts the Chart of Accounts in AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over 6 months ago

It's easy to make changes to your Chart of Accounts.

  1. Click the Accounting tab, then click Chart of Accounts.

  2. Click the name of the account.

  3. You can change the account's:

    • Code

    • Name

    • Classification

    • Default tax code (Not available on bank accounts)

  4. Click Save.

📌TIP: You can edit multiple accounts using the import function.

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