Your Chart of Accounts might need occasional updates, whether you're correcting a typo, changing an account name, or adjusting an opening balance. With inline editing, you can quickly make these changes directly within the table. Follow these steps to edit your COA records within the system:
Steps to Edit an Account Record:
Open your Chart of Accounts Table from the Data Table section in the sidebar.
Locate the row of the account you want to update.
Click directly on the field you want to change.
Make your changes, then press Enter or click outside the field to save.
The update takes effect immediately.