Can I Update Or Change My Chart Of Accounts?

Modified on Thu, Feb 29 at 5:27 PM

If you are setup with a Direct Integration Software (QuickBooks Online, QuickBooks Desktop, Xero, or Intacct), you can re-sync your Accounting from the Locations tab in Settings. 



After selecting the location, the Sync Accounting button will be in the top-right corner. 


If using a CSV Based Export, you can reach out to your Customer Success team for help at [email protected]. They will be able to provide better details on changing your Chart of Accounts. 


If it's changes to single GL accounts, feel free to check on How To Add / Edit A GL Code? for better details. 



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