This Excel feature allows you to create custom groups, and can be particularly helpful in the Financial Summary Subjects when you want to group accounts in a manner that is different from the QuickBooks natural order.
For this example, we are going to combine two bank accounts under one name: You click on two contiguous rows, then click on the ‘Group’ option on the Excel Data Ribbon.
This will be your result:
Change the name to something that is useful to complete your new group.
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