• Go to the Accounting tab
  • Choose Chart of Accounts tab
  • Select the account you want to change
  • Click Edit.
  • In the pop-up box choose the Account Type you want to change it to along with any sub-accounts

NOTE: Certain accounts are system-defined and cannot be changed. For example, 2300: Client Trust Funds, 2320: Client General Retainer, and 4110: Fee Income.

  • When done, Click Save