Transfer change cash account to bank account

1

Good Afternoon,

I hope this message finds you well,

I recently downloaded the updated version of manager and realized that there is a section “Bank accounts”, the problem is that the bank accounts were listed as a cash account due to using the old version is there a way to change or transfer the account type without loosing payment transaction info.

Your cooperation is highly appreciated,
Regards

2

See the Guide: Manager Cloud.

3

Yes, click on the Cash Accounts tab and in the bottom right corner of the panel you should see a “Convert” button