How can I edit an account property?

aztecjim

I have a credit card and accidentally set it up as a cash account. I cannot do a reconcile. How can I change it to a credit card account?

NotACPA

Don't believe that you can.

HOWEVER, you can properly create the card account and do a "Select All" to move those "cash" transactions to the Card account.

Take a backup before you do this … just in case.

NotACPA

Don't believe that you can.

HOWEVER, you can properly create the card account and do a "Select All" to move those "cash" transactions to the Card account.

Take a backup before you do this … just in case.

aztecjim

Okay. How do I "Select Al". Can't find it anywhere.

NotACPA

Click on the 1st txn in the account, hold down the Shift key and click on the last txn in the account.

Then right click on a selected txn and click "Move Transaction(s)"

aztecjim

Thanks for your help but I still have an issue. A few more details. The card in question is a medical account card. Yearly my employer gives us a card with $300 loaded on it for medical use. Prescriptions, doctors visits, etc. I also add $9 a week to the card (tax free!) When I enter my paycheck that $9 is transferred to "Medical Card" As you suggested I set up a new account "Medical Stuff" and successfully transferred 90% of the transactions to the new account. The only transactions that won't transfer are the $9 weekly contributions to the card. When I try to move the transaction I get "This transaction is a transfer to a split and cannot be deleted here".

volvogirl

You have to change each split paycheck and change the $9 deduction to be a transfer to the new medical account.

aztecjim

I was reaaaaaallly afraid someone would say this. 😕

How about merging the old medical card account with the new one? Feasible.