Changing an account group
- From the Company
menu, click Financials > Account Groups.
- Click the account group you want to change, and click Edit.
- In the Description field, change the name of the account group, if needed. This name appears on
lists and reports.
- 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.
- 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.
- Click the Notes
tab to change the notes for the account group.
- Click Save.
- Click Close.
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