OVERVIEW

After the Client or Company is created and a Standard Chart of Accounts (SCoA) has been imported, Admins, Leaders, and Managers may:

• Rename accounts

• Add new accounts to the SCoA

• Delete accounts from the SCoA no longer needed

RENAME A SCoA ACCOUNT

1. Go to Manage > SCoA.

2. Locate the SCoA account you wish to modify.

3. Click Edit to the right of the account.

2. Update the account name in the Name field.

3. Click Save to apply the change.

CREATE A NEW SCoA ACCOUNT

1. Go to Manage > SCoA.

2. Choose where you’d like to add the new account:

   • To create a parent account, click at the bottom of the account type section.

   • To create a child account, locate the desired parent account and click next to it.

3. Enter the name of the new SCoA account.

4. Click Save to finalize the new account.

MOVE A SCoA ACCOUNT

Important Notes:

• Moving a SCoA account also moves all its children, grandchildren, etc.

• Doing so removes mappings between native accounts and any affected SCoA accounts.

Rules:

> You cannot move an account that has locked mappings.

> You cannot move an account into one of its own descendants.

> Accounts cannot be moved across account types.

> A move cannot result in a branch more than five tiers deep.

Steps to Move an Account:

1. Go to Manage > SCoA and select the account to move.

2. Click Move next to that account.

3. Choose the target parent account in the Move to dropdown.

   

4. Click Save to complete the move.

DELETE A SCoA ACCOUNT

1. Locate the account you want to delete.

2. Click Delete next to it.

Note: Parent accounts cannot be deleted if they contain child/subaccounts. Delete all child accounts first before deleting the parent.

ACCOUNT MAP LOCKING & SCoA MANAGEMENT

• Accounts with locked mappings cannot be renamed or deleted in Manage > SCoA. 

• Qvinci cannot upload a SCoA if any Native-to-SCoA mappings are locked for the selected Client or Company.

   

Have Questions?
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