How do I change the name on an account?

Modified on Thu, Mar 28, 2019 at 5:31 PM

If the name of an account has changed, use the new name in the "Account Name" field in the GL import file prior to importing the GL data.  Once the account is imported, the system will provide a warning that the Account Name of the account is now different than it had been, but it will not affect that account from being imported.

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