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Rearrange your chart of accounts

Overview

In your chart of accounts, all accounts of a type are grouped in a set order—all income accounts appear together, all expense accounts appear together, and so on. Within each grouping, QuickBooks normally displays the accounts in alphabetic order.

If you prefer a different organization, you can move any account to a new position in the list as long as the account stays with other accounts of its type. When you move an account, you can also make the account a subaccount or you can make a subaccount a higher-level account.

If you change the level of an account (by making it either a subaccount or a higher-level account), QuickBooks records the change in all transactions that have been assigned to the moved accounts.

  1. Go to the Lists menu and click Chart of Accounts. Shortcut

  2. Move the mouse pointer so that it touches the small diamond in front of the account that you want to move.

  3. While holding the mouse button down, drag the account up, down, left, or right to its new location.

    To make an account a subaccount, drag it up or down until it is directly beneath the account that you want to be the parent account. Then move the account to the right to make it a subaccount.

    To make an account a higher level account, drag it to the left.

  4. Repeat the previous step for all other entries that you want to move.

See also

KB ID# H_COA_TASK_COA_REARRANGE
12/9/2016 5:26:40 AM
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