You can change your default Entity type from Personal to any other available options or edit any information in your Entity Summary form at any time.


OPTION 1


Step 1. Select “Account Settings” by clicking on the Welcome “Your Name” in the top right corner of the screen.



Step 2. Select the “Entities” tab.


Step 3. Click on the Entity you want to update.



Step 4. Click on “Edit Entity”. Edit any field, or the color associated to the Entity.


Step 5. After you finish, click “Save” and then “OK”.



NOTE. If you change the “Entity Type” you may lose all information already set up in your Entity Summary forms.


OPTION 2


Step 1. Click the “+ Create/View/Modify Entity” button on the top right of the screen.



Step 2. Click on the Entity you want to update then click “Edit Entity”.



Step 3. After you finish, click “Save” and then “OK”.