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How to Change Account Names in the Chart of Accounts
How to Change Account Names in the Chart of Accounts

To change the name of a sub-account within Puzzle, follow the steps below

Arash Ahmadi avatar
Written by Arash Ahmadi
Updated over a week ago

PLEASE NOTE:

  • Currently, connected accounts cannot be renamed as the account name is synced with the name provided by the integration.

  • To edit parent accounts, please contact [email protected] with the list of accounts you wish to rename and the names you would like instead.

Step 1: Navigate to the “Accounting” tab in the sidebar.

Step 2: Navigate to the “Chart of accounts” section.

Step 3: Click on the three dots to the right of the account you wish to edit.

Step 3: Select "Edit"



Related Articles:
Adding an account to the Chart of Accounts
Understanding your Puzzle chart of accounts (COA)

If you have any issues or questions along the way, reach out to [email protected]


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