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When converting an account to Group

When we try to convert an account into the group, it shows an error:-

Account with existing transaction can not be converted to group.

How can we resolve the issue?

Hi @sachin1 you will need to create a group seperate and move the existing account under it as a child.

You can then rename both if necessary.

Hope that helps!

Group by default can’t have transaction. Hence the error. As mentioned make a group 1st, move the account to the group and then rename it.

You can convert only if there are no transaction.

thanks for your valuable reply.

Thanks for your valuable reply.

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