Rearrange Your Chart of Accounts

After you add subheadings and core accounts to further construct your chart of accounts, move them under the appropriate headings and subheadings for further organization. If you move a subheading with core accounts underneath it, the core accounts will move with it.

You must have accounting administrator permissions to perform this task.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Ledger Setup > Chart of Accounts.
  2. Point to the subheading or core account you want to move. It will be highlighted.
  3. Click and drag the subheading or core account under the appropriate heading or subheading.
    Tip: Move multiple core accounts at a time.

    After you add a subheading, select the check box beside each core account to move them underneath the subheading together.