Change an Account's Account Class

To change the account class of an existing account:

1. In the Home window, click the Accounts tab.
2. Click the Accounts icon.
3. Double-click on the account you want to modify.
4. On the Class Options tab, from the list on the Account Class box, select an account class.
5. Click Save and Close.

What do you want to do?

Add or remove an account

Published: June 21, 2016
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