Change Account Category

Move an account from one category to another. 

Navigate to the Accounts page by clicking Companies → Account.

1. Select the caret or arrow to the left of the account name.  This will open up the account so you can make quick changes.
2. Choose a new Account Category from the drop-down list. Only categories appropriate for account billing within the specified date range will be included as choices.
3. Be sure to SAVE at the right side of the page.