Updating the Cash Account on a Cash Receipt
- Head to Accounting > General Ledger
- Locate the cash receipt entry using the top filters; we recommend using the filters for Client/Project, Journal, and Amount to easily narrow down the account you need to change
- Launch the Balance Detail screen by clicking on the pencil icon on the far right side of the entry
- On the Balance Detail screen, click the pencil icon next to the entry you want to change the Cash Account for
- Select your new account from the New Account dropdown
- Click Change Account Now
