When you view your chart of accounts, each account shows within a category. If you want to move an account into a different category, you can use the Reclassify option.
Click into the Chart of accounts section via the Settings dropdown.
Click the Profit & loss or Balance sheet tab.
Click Reclassify.
Select the account you want to reclassify.
Select the category you want to move the account to.
Click Save.
Changes you make will be reflected in the layouts of all forecasts and reports for the organisation.
đ TIP: To move accounts within a category, use the Reorder option.
