How to change a line of credit to a mortgage?

System
System Member admin
in Download, Add/Update Accounts (Mac)
This discussion was created from comments split from: Mortgage Setup Malfuntion.

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  • Rory Russell
    Rory Russell Member ✭✭
    I used direct connect to set up a new mortgage account and it set it up as a credit line. How can I move it to Property?
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited July 2020
    I suggest you set the account intent to Liability: open the account, press Ctrl + Shift + E, select the Display Options tab, select Liability from the Account intent pull-down menu and OK
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