How do I edit an existing Chart of Accounts?

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.

1. Access the Chart of Accounts:

   • Click on the Accounting menu.

   • Select Advanced, then choose Chart of accounts.

2. Find the account you want to edit, you can use the search bar in the right side and click on it.

3. Click Edit Account.

4. Update the necessary information and click Save.

5. 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 (⚙️) "Configure" 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.

← Back: Understanding the Transactions Page in Propio
← Back: How do I search for and filter transactions in Propio?
← Back: How do I categorize and manage transactions in Propio?
← Back: How do I manage Transfer transactions between accounts in Propio?
← Back: How do I Import and Export transactions in Propio?