Editing Financial Accounts
  • 26 Aug 2022
  • 1 Minute to read

Editing Financial Accounts

You may need to change some of the details of your financial accounts from time to time. You can easily edit any financial account's details on the Admin Panel.

Using one of our accounting integrations?

If you use one of our accounting integrations, make sure you also edit the matching financial account in your accounting system to avoid transfer errors.

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Settings > Invoices & tax > Account.

  3. Click the account you want to edit.

  4. Edit the account details.

  5. Click the Save Changes button.

You've successfully edited your financial account. The edits will apply to all the inventory items linked to the account. Issued invoices won't be updated, but you can manually edit the financial account for each invoice line item.