- 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