To change an account’s level

If you haven’t already read the Accounts Overview, see Changing, removing or inactivating accounts for more information.

Note: Some accounts’ levels can’t be changed

 A detail account with transactions assigned to it can’t be changed to a header account.

The Accounts List window should be displayed.

  1. Highlight the account you want to change in the Accounts List window.

  2. Click the Up or Down button at the bottom of the window to change the account up or down one level.

To change an account’s level