Turn on suggestions Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Search instead for
Did you mean:
Connect with and learn from others in the QuickBooks Community.
- US QuickBooks Community
- :
- QuickBooks Q & A
- :
- Reports and accounting
- :
- Is there a way to reorder the Accounts in my Chart of Accounts in Quickbooks Online? (i.e., so that I can group my bank and credit card accounts together at the top)
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Level 1
posted
March 19, 202208:09 PM
last updatedMarch 19, 20228:09 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Labels:
4 Comments 4
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Is there a way to reorder the Accounts in my Chart of Accounts in Quickbooks Online? (i.e., so that I can group my bank and credit card accounts together at the top)
Hello there. tad151.
I can see how important for you and your business to reorder the accounts of your chart of accounts. Currently, this option isn't possible in QuickBooks Online. Instead, you can sort the list in ascending or descending order.
Here's how:
- Go toAccountingfrom the sidebar menu, thenChart of Accounts.
- You can click theNAME,TYPE,DETAIL TYPE,CURRENCY,QUICKBOOKS BALANCE, andBANK BALANCEto sort the lists.
- Select↓to sort it in descending order or↑to sort the registers in ascending order.
Alternatively, you can use the account number to organize your chart of accounts. You'll need to enable this feature if you want to assign a number to your accounts. I'll show you how.
- Go to theGearicon, thenAccount and settings.
- Select theAdvancedtab.
- Click theEditpencil icon in theChart of accountssection.
- SelectEnableaccount numbers.
- HitSaveand thenDone.
For complete instructions, check out this article:Use account numbers in your chart of accounts in QuickBooks Online.
Once everything is in place, you may want to use this resource as a reference for seamlessly matching your accounts:Reconcile an account in QuickBooks Online.
Please let me know if you need further assistance managing your chart of accounts. I'd be more than happy to assist you.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Is there a way to reorder the Accounts in my Chart of Accounts in Quickbooks Online? (i.e., so that I can group my bank and credit card accounts together at the top)
Will QuickBooks Online gain the function to reorder the Chart of Accounts anytime soon? This was an important feature that we didn't realize we would lose moving to Online.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Is there a way to reorder the Accounts in my Chart of Accounts in Quickbooks Online? (i.e., so that I can group my bank and credit card accounts together at the top)
Hi there, @JTWard.
We understand how important it is for you and your company to improve the reports in QuickBooks Online. I'm here to share some workaround.
This option is currently unavailable in QuickBooks Online. You can instead sort the data in ascending or descending order.
- SelectAccountingfrom the sidebar menu, followed byChart of Accounts.
- To sort the lists, click the Name, Type, Detail Type, Currency, QuickBooks Amount, and Bank Balance buttons.
- Choose whether to sort the registers in ascending or descending order.
Optionally, you can arrange your chart of accounts using the account number. If you want to allocate tasks to your accounts, you must first allow this feature. I'll demonstrate how:
- Navigate to theGearicon, then toAccount and Settings.
- Go to theAdvancedtab.
- In theChart of Accountssection, click theEditpencil icon.
- Enable account numbers are selected.
- Then clickSave and then Done.
I also added this article aboutcategorizing your financesin QuickBooks Online.
These resources have been added to assist you in managing the Chart of Accounts (COA) in QBO. You can learn more by reading these:
- Learn about the chart of accounts in QuickBooks
- Manage default and special accounts in your chart of accounts
Reach out to us again if you have further questions or need help in doing your work with QuickBooks. It's always our pleasure to help.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Is there a way to reorder the Accounts in my Chart of Accounts in Quickbooks Online? (i.e., so that I can group my bank and credit card accounts together at the top)
We use a workaround. Simply rename your accounts with a leading exclamation point, then sort the list by name. We wanted our bank accounts listed first, followed by our credit accounts, so we used 2 leading exclamation points for our bank accounts.
Our list now looks similar to this:
!!Bank Account 1
!!Bank Account 2
!Credit Account 1
!Credit Account 2
!Credit Account 3
etc
etc
It isnt ideal but it works!
Featured
Quick Start with a QuickBooks Expert : Updated 1099 flow
Get ready for tax time with this overview of how to process Form-1099 inQu...
Hello Community! Welcome back to another Top 5. Are you wondering whatthe ...
The Answer Room: Closing Out The Year and Preparing for Filing
Hello Community! Today we will be going over best practices for closingout...
Need to get in touch?
Greetings, enthusiasts and practitioners of QuickBooks! As someone deeply immersed in the realm of financial management and accounting software, I can attest to my comprehensive understanding of QuickBooks and its various iterations, including QuickBooks Online, which seems to be the focus of the discussion here.
Now, let's delve into the information provided in the article:
-
QuickBooks Versions Mentioned:
- QuickBooks Online: The primary version discussed in the article.
- QuickBooks Desktop Account: Referenced in the main navigation.
-
Sections and Features Covered:
- Sign In: Refers to the login process.
- QuickBooks Support: Provides support options for users.
- QuickBooks Community: Highlights the community aspect for users to connect and learn.
- QuickBooks Online, QuickBooks Self-Employed, QuickBooks ProAdvisor Program, QuickBooks Online Accountant, QuickBooks Desktop Account, QuickBooks Payments, QuickBooks Time: Different products or programs offered under the QuickBooks umbrella.
- Other Intuit Services: Indicates additional services beyond QuickBooks.
- How It Works: Likely a section explaining the general operation of QuickBooks.
- Support: Links to customer support.
- Get Started: Assists users in starting their QuickBooks journey.
- Topics: Broad category covering various aspects.
- Training, Tutorials, Webinars, Training Classes: Educational resources for users.
- Community Home, QuickBooks Q&A, Discuss Your Business, Community Basics, Champions Program, Ask the Community: Community-related sections indicating user engagement and support.
- Resources: Directs users to additional materials.
- Live Bookkeeping, Find an Expert, Resource Center, QuickBooks Blog: Additional resources and a blog for updates.
- Reports and accounting: Specific topic addressed in the user query.
- For Sales: 1.877.683.3280, Plans & Pricing: Sales-related information.
- Hours Mon - Fri, 5am - 6pm PST Sat - Sun, 7am - 4pm PST: Customer support hours.
-
User Queries and Expert Responses:
- tad151: Asks about reordering accounts in the Chart of Accounts.
- Giovann_G (Moderator): Responds that reordering is not possible but suggests sorting options and using account numbers.
- JTWard: Inquires about future features for reordering.
- ChristineJoieR (QuickBooks Team): Provides a workaround and suggests sorting options and enabling account numbers.
- CapeCuts: Shares a user-generated workaround of using leading characters in account names for sorting.
-
Additional Information:
- Countries Mentioned: United States, United Kingdom, Australia, Canada (English and French), France, Singapore, South Africa, Global, Ireland.
- Contact Information: "For Sales: 1.877.683.3280."
In conclusion, this interaction provides valuable insights into user queries, expert responses, and workarounds within the QuickBooks Online environment. It showcases the community support structure, the limitations of the current system, and creative solutions employed by users to address specific needs within the software. If you have further questions or need assistance with QuickBooks, feel free to reach out!
