## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-de/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How do I change the account type associated with an account?

**Note:** You will not be able to change the account type of the default accounts of Zoho Books or mark them as inactive.

To change the account type associated with an account:

*   Go to the _Accountant_ module on the left sidebar and click **Chart of Accounts**.
*   Select the account for which you want to change the account type.
*   Click **Edit** at the top of the account’s details page.
*   In the _Edit Account_ pop-up, select the new account type from the dropdown next to the **Account Type** field and click **Save**.

You will not be able to change the account type associated with an account if you have created transactions using the account. However, you can mark the account as inactive, create a new account, and associate transactions with this account.

To mark the account as inactive:

*   Go to the _Accountant_ module on the left sidebar and select **Chart of Accounts**.
*   Select the account that you want to mark as inactive.
*   Click the _More_ account at the top of the account’s details page and select **Mark as Inactive** from the dropdown.

![Click Mark as Inactive](/books/kb/images/accountant/mortgages-mark-as-inactive.png)

To create a new account:

*   Go to the _Accountant_ module on the left sidebar and select **Chart of Accounts**.
    
*   Click **\+ New Account** on the top right corner of the page.
    
*   In the _Create Account_ pop-up:
    
    *   Select the required Account Type.
    *   Enter the **Account Name**. Ensure that the new account’s name matches with the name of the account that you marked as inactive.
    *   Enter the **Account Code** and **Description** if required.
    *   Click **Save**.

![Select Other Liability as the account type](/books/kb/images/accountant/mortgages-other-liability.png)

To update the new account in the existing transactions:

*   Go to the _Accountant_ module on the left sidebar and select **Bulk Update**.
*   Click **Filter and Bulk Update**.
*   In the _Filter Transactions_ pop-up:
    *   Select the account that you want to update in the dropdown next to the **Account** field.
    *   Enter other criteria, if required.
    *   Click **Search**. The transactions that match the criteria you specified will be listed.

The following accounts will not be listed in the dropdown:

*   Accounts Receivable
*   Accounts Payable
*   Unearned Revenue
*   Retained Earnings
*   Fixed accounts
*   Inventory Tracked accounts
*   Bank accounts

![Filter transactions whose account is Mortgages](/books/kb/images/accountant/filter-transactions-mortgages.png)

*   Click the checkbox on the left side of a transaction to select it.
*   Click **Update**.

![Select the transactions to update their account](/books/kb/images/accountant/bulk-update-transactions-mortgages.png)

*   In the pop-up that appears, click the dropdown next to the _New Account_ field and select the new account you created.
*   Click **Replace.**

![Select Mortgages as the new account](/books/kb/images/accountant/new-account-mortgages.png)

The account associated with the transactions selected will be updated. This will take some time based on the number of transactions you have selected.

**Note:** You can bulk update the accounts in the Invoices, Credit Notes, Purchase Orders, Expenses, Bills, and Vendor Credits modules.

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