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Why Does My Account Not Appear Under the Correct Category

This is almost always because the wrong Account Type was selected when the account was created - the category and any sub-group are set at creation and used…

Steps

  1. Open the account's ⋮ menu and choose "Edit account" (only available for "Active" accounts, not "System" ones).
  2. Check and update the Account Type field to the correct category or sub-group.
  3. Save your changes, then confirm the account now appears under the right tab and, with "Groups" turned on, the right sub-group.

Related Articles

  • What Account Types Are Available in the Chart of Accounts?
  • How Do I Add a New Account?
  • Why Can't I Edit a System Account?

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