# Adding and editing accounts

### Adding an account

#### To add an account

{% hint style="info" %}
You can **ask Monika** how to [add an account](https://go.userlane.com/32723/23834)
{% endhint %}

1. If the side menu is not visible, click <img src="https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-Li8CzI_wW9MFOVR8udd%2F-Li8D5GrhOIcbhMDzQw8%2Fhamburguer.svg?alt=media&#x26;token=26002cf1-c214-48d7-87a2-3c4f5cd394f4" alt="" data-size="line"> .
2. In the side menu, click [**Finance**](https://platform.nexudus.com/finance).
3. In the **Accounting** section, click [**Chart of Accounts**](https://platform.nexudus.com/finance/financialaccounts/products).
4. Click a resource tab to add an account to. You can add accounts to the following resources:
   * Products
   * Plans
   * Booking rates
   * Passes
5. Click **Add account**.
6. In the **Name** text box, type a name for your account. The system uses account names to filter certain reports.
7. In the **Description** text box, type information about the account to help you identify it.
8. In the **Code** text box, type a unique identification code. Nexudus uses this code to select and locate accounts in external accounting software.
9. From the **Account Type** drop-down list, select one of the following:
   * Sales
   * Payments
   * Deposits
10. **Optional**: If you manage more than one space, select the space to which you want to add the account from the **Location** drop-down list.
11. Click **Save**.

![Adding a new account](https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-LiE6H2jC9LvSH5xmlkH%2F-LiE6_sAFO6n6mO1h5Kl%2Fnew_chart_of_accounts.png?alt=media\&token=0da50b86-cde1-4f81-b928-4ef127195151)

Alternatively, you can also add an account by going to **Settings** > **Billing and Accounting** > **Accounts,** clicking **Add account** and following the steps above.

### Editing an account

You can edit all created accounts in **Settings**.

#### To edit an account

1. If the side menu is not visible, click <img src="https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-Li8CzI_wW9MFOVR8udd%2F-Li8D5GrhOIcbhMDzQw8%2Fhamburguer.svg?alt=media&#x26;token=26002cf1-c214-48d7-87a2-3c4f5cd394f4" alt="" data-size="line"> .
2. In the side menu, click [**Settings**](https://platform.nexudus.com/settings).
3. In the **Billing and Payments** section, click [**Billing and Accounting**](https://platform.nexudus.com/settings/billing).
4. From the list of tabs, click **Accounts**.
5. From the list of accounts, select the account you want to modify.
6. Edit any details of the available text boxes and drop-down lists.
7. Click **Save changes**

![Edit an existing account](https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-LiE6H2jC9LvSH5xmlkH%2F-LiE7SRU4I7fLOYQVVXj%2Fedit_accounts.png?alt=media\&token=27547396-1c81-4ee7-846e-cf7adbd51eff)

### Deleting an account

You can delete your account in **Settings**.

#### To delete an account

1. If the side menu is not visible, click <img src="https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-Li8CzI_wW9MFOVR8udd%2F-Li8D5GrhOIcbhMDzQw8%2Fhamburguer.svg?alt=media&#x26;token=26002cf1-c214-48d7-87a2-3c4f5cd394f4" alt="" data-size="line"> .
2. In the side menu, click [**Settings**](https://platform.nexudus.com/settings).
3. In the **Billing and Payments** section, click [**Billing and Accounting**](https://platform.nexudus.com/settings/billing).
4. From the list of tabs, click **Accounts**.
5. Do one of the following:
   * From the list of accounts, click the account you want to delete and click **Delete**.
   * Click <img src="https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-LiE6H2jC9LvSH5xmlkH%2F-LiE6nzVtcfx3ZIVRvzK%2Fmore-options.svg?alt=media&#x26;token=3a0c75bd-d622-4b1f-b816-371a20b6c6cd" alt="" data-size="line"> , then click **Delete**.
6. Click **Yes** to confirm the deletion.

![Deleting an existing account](https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-LiE6H2jC9LvSH5xmlkH%2F-LiE7XNux5no6Kb1W5av%2Fdelete_account.png?alt=media\&token=9117de3a-bec6-4a73-998c-0e4e60c041ce)
