Rearrange Your Chart of Accounts

Click and drag subheadings and core accounts to reorganize them.

You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.

After you add subheadings and core accounts to further construct your chart of accounts, move them under the appropriate subheadings for further organization. If you move a subheading that contains core accounts, all items move together.

Subheadings and core accounts must remain contained within the primary heading they're assigned to. For example, all cash accounts are assets by default and can only be organized within the Assets heading.

In the top-left corner, click your site name then Accounting. Then click Ledger Setup > Chart of Accounts.
Point to the subheading or core account you want to move. It will be highlighted.
Click and drag the subheading or core account under the appropriate heading or subheading.
Tip: After you add a subheading, select the check box beside each core account to move them underneath the subheading together.

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Rearrange Your Chart of Accounts

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