If during the mapping process the account you wish to select is not in the drop-down list you can follow this process to add another account to your Chart of Accounts.
Follow these steps to edit your existing Chart of Accounts:
- Click Manage Chart under Manage Chart of Accounts.
2. To edit your Chart:
- To add a row select + Add Row.
- To remove a row click Delete Button.
3. Enter account Number, Name and Type.
4. Repeat until your chart is complete.
5. Click Save and then return to mapping your accounts.
Deleting your Chart of Accounts:
To delete a chart, first select the chart you wish to delete in the drop-down at the Mapping page
Next, select Manage Chart
Now select "Delete Chart"