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Level 7
March 2, 2019
Question

How do I change bank account category?

  • March 2, 2019
  • 1 reply
  • 2 views
No text available

1 reply

AlexV
Level 10
March 4, 2019

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!