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userriazmohsin89
Level 1

How to change category

 
1 Comment 1
Mark_R
Moderator

How to change category

I've got you covered, @userriazmohsin89.

 

Let's take a look at a couple of scenarios and help change the category.

 

Are you trying to change a category type to an account? If so, you can go to the Chart of Accounts and edit the account you want to change. Here's how:

 

  1. Click Accounting from the left menu, then select Chart of Accounts.
  2. Find the account you want to edit and click the drop-down beside View register. Then, select Edit.1.PNG
  3. From the Account Type drop-down, choose the correct category of the account.
  4. Click Save and Close.

 

However, if you're trying to change the category into a transaction, you'll want to open it and modify the category details. Let me guide you how.

 

  1. Search and open the transaction.
  2. In the transaction window, go to the Category details section.
  3. Change the account selected from the Category drop-down.2.PNG
  4. Click Save and close once finished.

 

You might want to check out this link to learn how to manage default or special accounts in your chart of accounts.

 

Please feel free to leave a comment below if you're referring to something else or if you have any other questions. Have a good day.