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How to Change Account Type

Account Management

How to Change Account Type

The Account Type specifies if an account is on- or off- premise.

Last updated on 23 Oct, 2025

  1. Click on the Accounts Tab

  2. Click on the Account Name you'd like to update

  3. In the left menu column, click on Edit Account

  4. Scroll down to the bottom of the page

  5. Click on the drop-down menu for Type

  6. Click Save

Updating account type can also be done via batch.

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