How do you change the account type

jtg@ Member ✭✭
I created a new credit card account but it is showing up under the Banking Accounts, how can I move it into the credit accounts


  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Credit Cards are one of the 3 different Banking Accounts in Account List:
    • Spending (which includes all types of Checking Accounts)
    • Savings (which includes all types of Savings Accounts)
    • Credit (which includes all types of Credit Cards Accounts)
    Does your Credit Card show up in Account List under "Credit"? 
    • If it does show up under "Credit" in Account List then that is where it belongs.  You might want to go to the Display Options tab of Account Details and make sure that "Credit" is selected from the dropdown for Account Intent.  Account Intent will determine where an account will show up in the Account Bar on the left side of the screen.
    • If it does not show up under "Credit" in Account List, then you will need to set up a new Credit Card account for it because the Account Type cannot be changed.  If you have any transactions already entered into the current account register you can try to move them to the new account by right clicking on the transaction and then click on "Move transaction(s)" and select the new Credit Card account name.  You can move multiple transactions by clicking on the 1st one, scrolling down to the last one and while holding Shift left click on it to shade all those transactions.  Then right click anywhere on the shaded transactions and left click on "Move transaction(s)".

    (QW Premier Subscription: R51.12 on Windows 11)

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