How can I change the client type after the accounts have been built? - with QuickVid

If your Accounts have already been built, but you wish to change the client type, ie from UK Corporate to Irish Corporate, you will need to Override the Built Accounts.

Note: Doing so will undo any Customisation done to the Accounts.

1. Open the Wizard, go to the Start tab, and select Engagement Setup.

2. Click the Override button in the Accounts Override section.

3. The below prompt dialog will show, read this carefully and once you are happy to override your accounts, select Yes. 

Note: Selecting the override button will allow you to change the client type. However, you will need to check and re-enter the Wizard data.

4. Once your accounts have been overridden, review the Start, General Info, Accs Format and Accs Prep sections of the Wizard and re-build the accounts.

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