Accounts: Changing An Asset Account to a Bank Account

Richard A Carmack's Avatar

Richard A Carmack

Jul 23, 2020 @ 08:26 PM

Importing our data initially resulted in a Bank Account being listed as an Asset. How do I convert it to a Bank Account while carrying all the transactions in that account?

  1. Support Staff 1 Posted by Ethan on Jul 23, 2020 @ 08:34 PM

    Ethan's Avatar

    Hello,

    You cannot change an account type after it has been created. However, you can create the account correctly using the Account -> New Account option from the menu bar. Then go to the incorrect Asset account, select all of the transactions, right-click on the selection, and choose Batch Change -> Account. This should move all of your transactions to the correct account. You can then delete the incorrect account from Tools -> Accounts.

    Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  2. Ethan closed this discussion on Jul 23, 2020 @ 08:34 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac