Accounts: Changing An Asset Account to a Bank Account
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?
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
Support Staff 1 Posted by Ethan on Jul 23, 2020 @ 08:34 PM
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
Ethan closed this discussion on Jul 23, 2020 @ 08:34 PM.