Move Account Structure

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The Move Account Structure utility allows you to move account structure levels within your chart of accounts. You can move all levels except the top-most level in both the balance sheet and budgeted areas.

Move an Account Structure Level

1. Select the level you wish to move using the drop-down lists on the left side.
2. On the right side, select where to move the level. If you do not want to move that level, select Don't Move from the drop-down list on the right.
3. Click the Move button to display the Move Account Structure report. This report displays all levels and accounts being moved.
4. Review the report, then click the Continue Move button to proceed.
5. Click the Yes button when prompted to finalize the move and return to the main General Ledger page, or the No button to cancel the move.

Important: There is no Undo feature for this utility. Keep a copy of the Move Account Structure report in case you need to revert your changes by rerunning the utility.

Example

In the above example, we are moving the Youth Trips Department from the Youth Ministry Cost Center to the Operations Cost Center. If we select a different Location from the To Location drop-down list, we move the Youth Ministry Cost Center to that Location. In this case, all levels below it automatically move with it. Because Fund and Location are the top levels for the balance sheet and budgeted areas of our account structure, we cannot move them.

Other restrictions to note:

1. You cannot move Cost Center 0 to a new Location because it contains the balance sheet accounts for the Location you are trying to move it to. If you attempt this, you cannot complete the process, and an exception is printed on the report.
2. You cannot move an individual Department to a different Location. You can move a Department to a different Cost Center.

Note: If you are only using Funds and Departments, you are not able to access the Move Account Structure utility, as there is nothing you can move. Your account structure must include at least Fund Groups or Cost Centers to use this utility.

Duplicate Account Numbers

If the account number you are attempting to move already exists in the new location, the Continue Move button does not display, and no accounts are moved. In addition, the following message displays when the Cancel link:

The current selection includes either a level or an account number that already exists in the destination level. Please renumber the level/account before continuing, then go to Account Structure. No accounts are moved at this time. Click Cancel to return to the Move Account Structure Utility.

Click the Account Structure link to modify your account structure (More Information).

Updated June 08, 2026 16:42