Detail/Group Accounts
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CoveBaptist
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- Joined: Sat Sep 26, 2009 9:46 am
Detail/Group Accounts
Can you change a Detail Account to a Group Account? As I begin the new year, I see ways to improve my chart of accounts. One would involve changing a previous account that was Level 4 Detail to Level 4 Group with Level 5 Detail Accounts under it. Can this be done since the Account had activity last year?
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Zorak
- Tech Support

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Re: Detail/Group Accounts
You can not change one to the other.
Instead, you would need to delete the existing account and add a new one in its place. If you can't delete the detail account, that means it most likely has posted transaction history, which would never work for a group account. In this case, just renumber the detail account and add a new group account in the old number.
Instead, you would need to delete the existing account and add a new one in its place. If you can't delete the detail account, that means it most likely has posted transaction history, which would never work for a group account. In this case, just renumber the detail account and add a new group account in the old number.