Change an Account Type

Select a task:

Change the account type of an existing account

1. Open the record for the account that you want to modify. How?
1. In the Home window, click Company on the navigation pane.
2. In the Accountant's Tasks pane, right-click the Chart of Accounts icon and select Modify Account from the menu.
3. Select an account from the list and click OK.
2. On the Account tab, in the Type section, select an account type.
3. Click Save and Close.

Change the account type in Simply Accounting First Step (Accountants' Edition)

1. In the Home window, from the Tools menu, select For My Accountant and then Account Information.
2. In the Select box, choose the account you want to change.
3. On the Account tab, in the Type section, choose a type for this account.
4. Click Save and Close.

Change the account type in a bank account in Simply Accounting First Step

1. In the Home window, from the Tools menu, select For My Accountant and then Account Information.
2. From the list in the Select box, choose the bank account that you want to change.
3. On the Info tab, select Chequing, Savings, or Other from the Account Type list.
4. Click Save and Close.

What do you want to do?

Add or remove an account

Modify an account class