How To View and Modify Your Account Details
What you need to know:
You may need to view or modify account details in the Chart of Accounts to make sure your accounting records are accurate, organized, and up to date. Account details such as the account name, account number, opening balance, grouping, and active or hidden status help determine how accounts appear and are used in your accounting setup.
This can be useful when correcting account information, organizing accounts into the right category or group, creating a new group account, or hiding an account that is no longer actively used. Reviewing the account before saving changes helps ensure you are updating the correct record and prevents errors in your chart of accounts.
What you need to do:
Identify the specific account that needs to be modified before opening the edit screen.
Review the account details carefully before making changes, including the account name, account number, opening balance, grouping, and active or hidden status.
How to (Step by Step):
Click Chart of Accounts and select the appropriate account category where the account is listed (e.g. Asset, Liability, etc.)
Click the account you wish to edit. The edit screen will slide out from the right side of the screen and display the account details that can be reviewed or updated.
You can add or remove the account from an existing group or add a new group to put the account into.
To add to a Group, use the drop-down menu to select what you want it to be a part of
To remove it from a Group, click the ‘x’
If the account Type does not have an existing group, you can click Add new group and enter a Group name, an Account number and click Save to add the account to the new group
4. Update any required account information in the account details screen, such as the account name, account number, or opening balance. Review each field carefully to make sure the information is accurate before clicking Save.
References and Additional Resources
Still have questions? Contact support
Contact us at 1-888-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the Question Mark Icon in the top right of AgExpert Accounting at any time.