How can I Edit my Chart of Accounts?

Non-API-integrated accounting software (file export based)

To update a previously imported chart of accounts, you have the following options:

1. Adding accounts individually: Open Settings, then under Accounting select Chart of Accounts and choose Accounts. Click Add in the top right corner and enter the account details (code/number, name, account type).

2. Bulk-adding accounts: If you prefer to add multiple accounts at once, send us a spreadsheet with the account details (code/number, name, account type) and we will import them for you.

3. Deactivating or hiding accounts: Open Settings, then Accounting, then Chart of Accounts, then Accounts. Toggle the Status switch on an account to hide it from your drop-down menus.

4. Editing accounts already added: Open Settings, then Accounting, then Chart of Accounts, then Accounts. Open the account's row menu (the three dots) and choose Edit to update the code/number, name, or account type.

5. Setting up parent-child relationships: KleerCard organizes your chart of accounts into Accounts plus optional named segments (Department, Fund, Location, and Grant). You can assign a parent to an item so the child list filters to show only the children of the selected parent, along with any items that have no parent assigned. This makes it easier for your team to find and assign the right account. To set this up, open the row menu for the child item, choose Edit, indicate that the item has a parent, and select the parent from the dropdown.

API-integrated accounting software (QuickBooks Online, Aplos, ParishSOFT)

If you use accounting software that is API-integrated, you can import accounts from your accounting software from Settings, then Integrations, then Accounting. After importing, to hide accounts, open Settings, then Accounting, then Chart of Accounts, then Accounts, and toggle the account Status.

Accounting software conversions

If your team is switching accounting software, contact us at support@KleerCard.com so we can help ensure a smooth transition. This is especially important when moving from one API-integrated software to another, or from a universal export to API-integrated software.