There are a few options to edit previously import chart of account segments.
API-integrated Accounting Software (Quickbooks Online, Aplos, Parishsoft)
If you are using accounting software that is API-integrated, you can import accounts from your accounting software by accessing the Accounting Integrations settings page. After importing, to deactivate accounts in your chart of accounts, navigate to the Settings tab, select Accounting, and then Chart of Accounts. You can then toggle the account status to the left of an account to hide it from your drop-down menus.
Non-API-Integrated Accounting Software (Universal Export Based)
For customers who are not currently connected to API-integrated accounting software and are utilizing the Universal Export feature.
To update a previously imported chart of accounts, you have the following options:
1. Adding accounts individually: You can add individual accounts to your chart of accounts by navigating to the Settings tab, selecting Accounting, and then Chart of Accounts. Click on the add button in the top right corner and enter the necessary information (code/number, name, account type).
2. Bulk-adding accounts: If you prefer to add multiple accounts at once, simply send us a spreadsheet with the account details (code/number, name, account type), and we will import them for you.
3. Deactivating/Hiding Accounts: To deactivate accounts in your chart of accounts, go to the Settings tab, select Accounting, and then Chart of Accounts. Toggle the account status to the left of an account to hide it from your drop-down menus.