Adding Accounts to Account Groups from the Accounts Tab Right-Click Menu

You can add accounts to account groups while on Accounts.

  To add accounts to account groups from the Accounts spreadsheet right-click menu:

  1. In Group, select an account group.

  2. On the spreadsheet, select the account line above which to add an account.

  3. Right-click and select Add Accounts to Group.

  4. In Find Accounts, select an account.

    See Finding Accounts.

  5. Click OK.