Moving accounts up and down in the accounts list

Question

Hi I am trying to move accounts up and down in my accounts list but the tabs are greyed out.

I am able to move them in the some accounts just not within the Cost of Sales or Income ones?

Cheers

Jane

Princess_R · Answer

Hi @JaneyP,

Thank you for your response.

To better assist you and understand the situation accurately, could you kindly provide screenshots of the detailed account section you're trying to rearrange? Having a visual reference will allow us to assess the situation more effectively and provide you with the most accurate guidance to resolve the issue.

Cheers,

Princess

JaneyP · Answer

Thanks for your reply Princess

The accounts I am trying to move are detail accounts under the Cost of Sales and Income header accounts.

I am able to move all other detail accounts in the accounts list under the other header accounts.

Thanks

Jane

Princess_R · Answer

Hi @JaneyP,

Thank you for your post. I understand you're having difficulty rearranging accounts within the Cost of Sales or Income sections. The grayed-out tabs indicate that the system might have restrictions on rearranging these particular accounts. From my understanding, only a detailed account can be moved up and down, and if the account is inactive. Could you please provide us with screenshots of the account you're trying to move?

Our Help article, Create detail and header accounts, has further information about this matter.

Please feel free to reply to this message, including screenshots of the account. I'm happy to look further.

Cheers,

Princess