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Change Account Category

When importing accounts, you can't select the account category, and even after creating an account, you can't change the category from the account details.

Status: Completed3 comments

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Comments3

  • dmytro_sv

    Team•

    Aug 24

    Unfortunately, changing the import flow is a bit harder thing, so for now made it possible to change the account type on the account details page 👍

    • Nico

      •

      Aug 24

      Hey this is great! Just changing the category of what was already created was enough for me. Thank you so much!

  • Sbzz

    •

    Aug 24

    Upvoting this request. Kindly provide option to change/update account category