Banking

Thanks for joining the Community and getting involved with this thread, Dlong2.
 

To verify my understanding, what changes are you trying to make? If you're looking to access your Chart of Accounts and make changes to transactions in an account's register, you can do so by going to Transactions in the left navigation bar.
 

Here's how:
 

1. In your left navigation bar, go to Transactions, then Chart of accounts.
2. Find an account you want to work in and select its View register option.
3. Locate the transaction you're looking for and make any necessary changes. You can edit transactions by clicking on their records.

In regard to your My Accountant page, you'll only find a couple tabs there, one titled Requests, and another titled Shared documents.


 

I've also included a couple detailed resources about using QuickBooks which may come in handy moving forward:
 

• Use the My Accountant page
• Learn about your chart of accounts

Please don't hesitate to send a reply if there's any questions. Have a wonderful Thursday!