Edit an account in your chart of accounts

Edit one or more components of an account in your chart of accounts. You can make limited changes to locked and system accounts. This page covers editing an account which is not a bank account, credit card account, or PayPal account.

  1. In the Settings menu, select General Settings.
  2. Under Reports, select Chart of Accounts.
  3. Click the name of the account you want to edit, to open it.
  4. Edit the components of your account.

  5. (Optional) Select Show on Dashboard Watchlist to display this account on your Xero Dashboard.
  6. (Optional) Select Show in Expense Claims to make the account available for expense claims.
  7. (Optional) Select Enable payments to this account if you want to record payments from this account.
  8. Click Save.