- Click Chart of Accounts from the top menu bar.
- Select Manage Accounts.
- Select the fund (where the account to be demoted is) from the drop-down list (on the top).
- Right-Click on the account you want to demote then select Demote to Subaccount from the pop-up menu.
Warning: You cannot demote a major account to a sub-account if it already has sub-accounts.
Changing a Sub-account to a Major Account
Warning: If you promote a sub-account in the middle of the list, any sub-accounts that fall after that sub-account, will now be subaccounts of your new major account.
- Click Chart of Accounts from the top menu bar.
- Select Manage Accounts.
- Select the fund (where the account to be promoted is) from the drop-down list (on the top).
- Find the line-item account that contains the sub-account to be promoted and click the [+] to expand the sub-account list.
- Right-Click on the sub-account you want to promote then select Promote to Major Account from the pop-up menu.
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