Reorganize Chart of Accounts Structure
While reorganizing the structure of the chart of accounts, you can change the location of accounts, account groups, account subcategories and account categories.
Not only you can rearrange accounts located at the same level, account subcategories of the same level and account major categories at the top level, you can also move any items of the chart of accounts between any levels.
To move items in the chart of accounts
- You drag a desired item, hover it over an item under which you wish to locate it (the item is then marked blue) and drop the item.
The item is successfully moved to another level.
If you wish to reorder items of the same level
- Drag a desired item and drop it above or below an item of the same level.
The order of items of the same level is changed.
Manage Chart of Accounts