Moving an account in the accounts list

Simon4852

Hi, I am using AccountRight and would like to move an account in the accounts list. For example there is an expense for Electricity under the heading "Office Expenses". I would like to move this expense to appear under the heading "Operating Expenses". Any help on how to do this will be greatly appreciated.

 

6-2000 Operating Expenses (Heading)

 

6-3000 Office Expenses (Heading)

    6-3150 Electricity (Expense)

 

How to move A/C 6-3150 Electricity from 6-3000 to 6-2000

 

Any thoughts?

Yanike_S

Hi @Simon4852 

 

Thanks for your post. Each account is identified by a unique five-digit number. The first digit indicates the account’s classification (for example, accounts starting with 6 are expense accounts). The remaining four digits determine its location within the classification. The lower the number, the higher up in the list it appears. For example, account 1-1100 appears above 1-1200. 

 

To move A/C 6-3150 Electricity from 6-3000 to 6-2000, you would change its number to 6-2XXX by selecting the blue arrow.

 

Read more about that here: Set up accounts.