Changing the Cash Account on a Recorded Payment

How to edit a General Ledger transaction to change/fix the account associated with an entry.

  1. Head to Accounting > General Ledger
  2. Select Cash Disbursements as the Journal and locate the payment
  3. Click the edit (pencil) icon in the Actions column of the payment you want to edit
  4. On the next screen, click the edit (pencil) icon again
  5. From the New Account dropdown, select the Cash Account you want to use instead and click Change Account Now
  6. 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.