General Ledger Q&A: Moving an Account in Chart of Accounts

November 2019    Tags: , ,

We added a new Expense account, but when we run the Income Statement it is showing up in the Income section. How can I make the account show up in the correct place?

Accounts can only be shown in Chart of Accounts order on the Income Statement and Balance Sheet. However, accounts can easily be moved in your Chart of Accounts by dragging and dropping them to the desired location.

To move an account in the Chart of Accounts

  1. From the File menu, point to Open and select Chart of Accounts.
  2. Select the account you want to move.
  3. Click and hold the coa_column icon; the pointer will become a hand_grab.
  4. Drag the selected account to the desired position and release the mouse button.

The account will now be in the order you placed it when printing an Income Statement.

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