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shop-messages2022
Level 1

How do I sort accounts on the balance sheet? Within a category/account group?

i.e. under Assets - Current Assets - Cash and Equivalents - I have 4 accounts which aren't in the ideal order. How do I rearrange these?

1 Comment 1
JayCaeR
QuickBooks Team

How do I sort accounts on the balance sheet? Within a category/account group?

Hello there, Shop. The Balance Sheet report follows a default design based on the accounting hierarchy of liquidity. Due to this standard structure, the option to manually sort accounts within a category is unavailable.

 

To achieve your specific use, the best workaround is to export your data to Excel and customise it.

 

You can use the Reply button below if you have further concerns in QuickBooks.