Working with Accounts

You can search for, copy, and move accounts. You can also copy an account's settings.

1. Select Setup > Chart of Accounts from the menu.
2. Select a situation and follow the corresponding steps.

   Situation	Steps
   Finding Accounts	Use the search filter to locate specific accounts. When you begin typing in the field, the application searches for matching character combinations and lists suggested accounts if any are found. Select a suggested account to show the account location in the list. This tool only searches the accounts that belong to the selected Account Type.
   Copying Accounts	Select the account that you want to copy from the list. Select Copy to duplicate the account and place a new account directly underneath the active account. Copying accounts is useful when a new account requires the same setup as an existing account. The new account has all the same settings as the copied account except for the account name.
   Copying Account Settings	Select the account that you want to copy the settings for from the list. Select Copy Setting to open the Copy Settings page. Select the accounts to copy these settings to. Select Apply. This tool lets you copy the active account's settings to the specified accounts. To perform this action, you must choose at least one account.
   Moving an Account at the Same Level	Select the account that you want to move from the list. Use Move to reposition the account within the list of detailed and subtotal accounts that exist at the same level.
   Moving an Account to a Different Level	Select the account that you want to move from the list. Select an account from the Belongs To drop-down list in the Basic Information panel to move the open account beneath.

3. Select Save.