Bank import and chart of accounts

John2020John2020 Member Posts: 4

I started a new company then linked to bank. However, the import created an account as an asset where it should be a liability. Can I edit the account to correct? How will this affect sync to the bank? What is the best way to do this?

Comments

  • CalliePCallieP Member Posts: 439 admin

    Hey @John2020 , thanks for your message! I'm sorry to hear that your account is showing up as the wrong type here. For issues like this, we'll need to likely escalate a request to our banking partner to help us out. In order to do so, you'll need to submit a request to our Support team, where a dedicated agent can help you with your unique account. Hopefully this can be resolved very soon!

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