How to edit a custom account in your Chart of Accounts

You can edit any custom account in your Chart of Accounts using the following steps.

  • Log in to http://cheqbook.com
  • Select the company you want to work with.
  • From the dashboard, scroll to the bottom and click load from Chart of Accounts.
  • Select edit next to the custom account you want to change.
  • Edit the name and/or account group as needed.
  • Click "Save"
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk