Updating the Cash Account on a Cash Receipt

Step 1. Click on Accounting>General Ledger.

Step 2. Locate the cash receipt entry using the top filters.

Pro Tip: We recommend using the filters for Client/Project, Journal, and Amount to easily narrow down the account you at to change.

Step 3. Edit the entry (by clicking on the pencil icon on the far right side of the entry).

Step 4. Click Edit on the account you want to change.

Step 5. Enter your new account.

Step 6. Click "Change Account Now".