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titleHow to To move an allocated account range
  1. Access the account groups for the practice or for a selected client. See Accessing account groups.
  2. Select the In the Account Group Details section, select the folder of the account range you want to move in the Account Group Details.
  3. Go to the Account Group Details table and On the bottom right of the window, select Display account ranges from the drop-down.
  4. Edit the account code in the Starting Code or Ending Code fields.
  5. Highlight Select the account ranges you want to move and either: drag and drop them into the desired folder

    or

    right-click and select Copy

    open the folder you want to move to and select Display account ranges from the drop-down (if there are already account ranges in the selected folder, click on the first empty row)

    right-click and select Paste

    .

  6. Click OK to save the changes.

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titleRelated topics
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Accessing account groups

To access the practice account group configuration

Allocating individual accounts

Deleting account group or tax account group allocations

Restoring default settings for account groups

Allocating account ranges to account groups

Editing allocated accounts ranges

Including all balances in an account range

Separating debits and credits

Removing debit/credit separation

Account groups and Tax Account Groups