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Mar 2, 2019 9:21 AM UTC
Question

How do I change bank account category?

Original commenter did not share additional details

1 reply

AlexV
Mar 4, 2019 7:05 AM UTC

Let me help you get that done right away, aec-mcfarlane.

 

Here's how:

  1. Hover your mouse to Accounting, and choose Charts of Accounts.
  2. Look for the bank account you're working on, and click on the drop-down arrow beside View register under the ACTION column.
  3. Select Edit.
  4. Choose the correct Account type and  Detail Type  by clicking the drop-down arrow.
  5. Click Save and close.

 

 

 

That's it. Feel free to drop by again in QuickBooks Community. Have a good one!