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Assign Account Types

To assign an Account Type to an Account:

  1. Navigate to the Accounts page.
  2. Click the Edit Types button from the left-side menu.
  3. Click the drop-down menu to the right of an account and select an account Type.
  4. Click the Update button at the bottom of the page.

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Account Types

Account Types are broken into five categories: Asset (A) Liability (L) Revenue (R

Create an Account

To edit an Account: Navigate to Accounts. Click Create from the left side menu. E