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How Do I Rename a Chart of Account?

You can rename a Chart of Account (COA) from Administration > Chart of Accounts. When you rename a COA, the new name takes effect immediately across the entire system, including all historical reports.

Important: Renaming a COA updates the label everywhere - on past reports, journal entries, and financial statements. The account number and underlying data stay the same; only the display name changes. Make sure the new name is correct before saving.

Renaming a COA

  1. Go to Administration > Chart of Accounts.

  2. Click on the COA you want to rename.

  3. Update the name in the COA Name field.

  4. Click Save & Close.

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