Account names can be updated directly from the Chart of Accounts table without creating a new entry. This is useful for correcting a name or aligning it with updated naming conventions.
Steps to Rename an Account
Navigate to Chart of Accounts
From the top navigation menu, select Chart of Accounts.
Locate the Account
On the Chart of Accounts table, select the relevant account type tab (Assets, Liabilities, Equity, Revenue, or Expenses) to view the list of accounts under that category.
Open the Row Action Menu
Click the three-dot icon on the far left of the account to be renamed.
Select Rename account from the dropdown menu.
Enter the New Name
A Rename Account modal will appear with the current name pre-filled in the Account Name field.
Clear the field and enter the new account name.
Click Rename Account to save the change.
Important
Renaming an account updates the account name across all associated records. The new name must be unique and cannot match the name of any other existing account.
This action cannot be undone.
Once saved, the updated name will reflect immediately in the Chart of Accounts table.