How do I edit my client’s Chart of Accounts in Propio if I use QuickBooks Online?

1. Make sure the client's QuickBooks account is already connected to Propio.

   • If not, follow the steps in: How do I connect a new client’s QuickBooks or Xero account to Propio?

2. Access the client’s ledger QuickBooks online.
   Log into the platform where the client’s books are managed.

3. Navigate to the Settings (⚙️).

4. Under the "Your Company" section, click Chart of Accounts.

5. Click New.

   1. Choose the appropriate Account Type and Detail Type.

   2. Enter a Name and, if needed, a Description.

6. Click Save and Close to add the account.

7. Return to Propio and refresh the Chart of Accounts.

   • Go to the Clients section in Propio.

     • Use the search bar to find the client whose Chart of Accounts you updated.

     • Click the Settings icon (⚙️) on the right side of the client row.

       • In the top menu, click on Chart of Accounts.

         • Click the “Refresh Chart of Accounts” button.

1. Go to the left-hand menu.

2. Click Transactions > Chart of Accounts

3. Locate the account you want to modify. You can use the filter by name or number search box.

4. Click the arrow next to the "Run report" button.

5. Select "Edit" from the dropdown menu.

   Or:

   1. Look for the pencil icon in the top right, just below the green "New" button.

   2. Click it to edit the account.

6. Make the desired changes and click Save and Close.

7. Return to Propio and refresh the Chart of Accounts.

   • Go to the Clients section in Propio.

     • Use the search bar to find the client whose Chart of Accounts you updated.

     • Click the Settings icon (⚙️) on the right side of the client row.

       • In the top menu, click on Chart of Accounts.

         • Click the “Refresh Chart of Accounts” button.

   ✅ Propio will now reflect all changes made in the accounting system.

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Next → Standard COA Templates
Next → How do I Update The Chart of Accounts into Propio?
Next → How do I edit my client’s Chart of Accounts in Propio if I use Xero?