Step-by-Step Guide:
Locate the Account to Recategorize:
Hover over the account you want to move to another category.
Access the Options Menu:
Click on the three dots that appear when you hover over the account.
Select the New Category:
From the menu, choose the option to move the account to the desired category (e.g., Income, Other Income, Expenses, Other Expenses).
No changes will be made to the original account setup in QuickBooks.
This process allows you to quickly and efficiently adjust account categories for accurate reporting, without altering your data in QuickBooks.