Keep account names clear and preserve the history attached to them.

1. Start an account

Open Accounting → Chart of Accounts and use the add-account control.

Use the chart’s add control after choosing the appropriate account group.
Use the chart’s add control after choosing the appropriate account group.

2. Set its identity

Enter the Name, Number, type, and Group under. Choose the classification with your accountant, then save.

3. Review protected accounts

If an account cannot be removed, read the usage or protection message. Do not delete the transactions that use it merely to remove its name.

4. Hide or retrieve when supported

For an unused default account, review the hide action. Open Hidden Accounts to retrieve it later.

Hidden Accounts retains accounts that can be shown again.
Hidden Accounts retains accounts that can be shown again.