Charies_M
Moderator

Account management

Hello there, NVLCCD.

 

I agree with qbteachmt. You can no longer modify your Company's Business Type. However, you can change the Income Tax Form Used by clicking the new tax form from the drop-down list in the Report Information section

 

Here's how:

  1. Go to the Company menu.
  2. Choose My Company.
  3. Click the pencil icon from the Company Information.
  4. Select Report Information.
  5. Click the drop-down for Income Tax Form Used.
  6. Click OK.

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Also, may I know what do you mean when you say if its due to the Chart of Accounts (COA) pulled? Are you trying to change an account type from the COA accounts? If so, you can edit it by following the steps below:

  1. Open you Chart of Accounts.
  2. Choose an account and right-click to Edit Account.
  3. From the Account Type drop-down, choose the right account.
  4. Click Save & Close.

Any additional information would be much appreciated. Don't hesitate to leave a comment by clicking the Reply button below if you have other concerns.