This article applies to:

Edit a source or summary chart of accounts

Edit the name or type of a source or summary chart of accounts.

You can edit the details of a current chart.

Go to

ONESOURCE
Administration
Company Info
Accounts

.

Select Source chart of accounts
or Summary chart of accounts
.

Select Actions
, then Edit chart
.

Enter the new chart name.

Switch between a Summary chart
or Source chart
.

note

Remove accounts with financial hierarchy mappings and ensure the chart is not part of a rollup before switching.

Select Save changes
when you're done.

You can also select a chart name to edit a chart.

Select Edit
pencil

and make your changes.