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Changing an account group

  1. From the Company menu, click Financials > Account Groups.
  2. Click the account group you want to change, and click Edit.
  3. In the Description field, change the name of the account group, if needed. This name appears on lists and reports.
  4. To summarize and subtotal information on financial reports by this account group, select the Summarize on financial reports check box. (You must also select the Use Account Group Summary check box in the customize options for the Balance Sheet and Profit and Loss Statement inReports > Financials.)

Otherwise, clear the check box.

  1. To print net profit for the account group on financial reports, select the Print net profit after this group check box. Otherwise, clear the check box.

The report prints a net profit balance for the account group after the detail for that account group. It displays the net profit with this heading:

Net income after <name of the account group>.

Net profit does not appear on the report for the last account group in your account group list.

  1. Click the Notes tab to change the notes for the account group.
  2. Click Save.
  3. Click Close.



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