- Knowledge Base
- Accounting
- General Ledger
Changing the Cash Account on a Recorded Payment
How to edit a General Ledger transaction to change/fix the account associated with an entry.
- Head to Accounting > General Ledger
- Select Cash Disbursements as the Journal and locate the payment
- Click the edit (pencil) icon in the Actions column of the payment you want to edit
- On the next screen, click the edit (pencil) icon again
- From the New Account dropdown, select the Cash Account you want to use instead and click Change Account Now
- Click Save; the recorded payment will now reflect under the new account.
Important: Changing accounts can have unexpected effects on the General Ledger. Unless you are an experienced accountant and understand how/when General Ledger transactions are created, we recommend consulting your accountant or a support consultant prior to changing accounts. Reserved accounts such as Client Deposits, Vendor Deposits, Accounts Payable, Accounts Receivable, and Inventory cannot be changed.