Editing ledger accounts

Pamela Calilung
Customer success manager Request support

Overview

  • Make changes to the preset accounts
  • Square Balance and account visibility limitations

Making changes to the preset accounts

You can make changes to the account codes or account names that were automatically created by the integration. However, changing the account category might cause issues with the mapping and sync. Please refer to the valid account types if you need to change the account category.

Limitations

Square Balance

Deleting the Square Balance account will cause the integration to fail. If you’ve deleted this account and want to sync your Square data, you need to create a new integration. Refer to our setup guide for more information.

Account Visibility

If you can’t see a ledger account in the mapping dropdown, edit the visibility of the ledger account.

  1. Log in to Sage Business Cloud Accounting.
  2. From Settings, then Business Settings, choose Chart of Accounts.
  3. Open the ledger account you want to edit.
  4. Select the appropriate Visibility. You can tick Sales, Other Payments and Other Receipts.
  5. Click Save.
Need any help?
If you have questions about the procedure, visit our Help desk.