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BSL_Ling
Level 3

Show COA Number in Trial Balance

After importing my closing TB into QBO, I want to generate my TB with COA numbers so I can vlookup to the import template to ensure there are not errors but I can't generate the TB with the COA numbers.  Please help.

Solved
Best answer February 12, 2022

Best Answers
Rose-A
Moderator

Show COA Number in Trial Balance

Good to hear from you today, BSL_Ling.

 

To show COA numbers, you'll need to enable the option for account numbers through the Account and Settings page.

 

Here's how:

 

  1. Click the Gear icon at the upper right corner and choose Account and Settings.
  2. From the left panel, click Advanced.
  3. Go to the Chart of accounts.
  4. Enable account numbers and click Save.
  5. Hit Done.

 

Once done, go back to your Trial Balance (TB) report and check the account numbers from there.

 

I recommend customising the report to get the specific details you need. You can also memorise it to save its current customisation settings. It serves as your record and helps you quickly access it for future use.

 

Feel free to get back to me if there's anything else I can help you with. I'll be around to keep helping. Have a good day!

View solution in original post

7 Comments 7
Rose-A
Moderator

Show COA Number in Trial Balance

Good to hear from you today, BSL_Ling.

 

To show COA numbers, you'll need to enable the option for account numbers through the Account and Settings page.

 

Here's how:

 

  1. Click the Gear icon at the upper right corner and choose Account and Settings.
  2. From the left panel, click Advanced.
  3. Go to the Chart of accounts.
  4. Enable account numbers and click Save.
  5. Hit Done.

 

Once done, go back to your Trial Balance (TB) report and check the account numbers from there.

 

I recommend customising the report to get the specific details you need. You can also memorise it to save its current customisation settings. It serves as your record and helps you quickly access it for future use.

 

Feel free to get back to me if there's anything else I can help you with. I'll be around to keep helping. Have a good day!

BSL_Ling
Level 3

Show COA Number in Trial Balance

Thank you!

 

Strangely even though my account numbers was enabled the COA number in the TB did not appear.  After I logged in and out.. the COA number is now showing.

 

Thank you.

JulianBrad
Returning Member

Show COA Number in Trial Balance

Hi. I read this because I too want to see account codes in a TB report. I checked the settings described and account codes were already set to be shown although they are not shown in a TB. I've unset/reset the option but still no account codes...can anyone help please?  Many thanks.  

JulianBrad
Returning Member

Show COA Number in Trial Balance

Update to my post a few minutes ago - I'm new to QBO and I now realise that we don't have account codes configured in the CoA, hence no codes in a TB.  

AileneA
QuickBooks Team

Show COA Number in Trial Balance

Hello, Julian.

 

Yes, you are correct. When you set up your account, you need to enter the account number in the Chart of Accounts. This will ensure the account number appears when you run the trial balance report. 

 

 

 

 

 

 

QuickBooks Online (QBO) offers various types of reports to meet your business needs. This article explains how to customize reports and access the information you require: Customise Reports In QuickBooks Online.

 

Reach out to us if there's anything else you need about showing the account number in the trial balance reports. We're always here to help. Have a great day!

JulianBrad
Returning Member

Show COA Number in Trial Balance

Thanks for confirming Ailene.  

Irene R
QuickBooks Team

Show COA Number in Trial Balance

Hello there, Julian.

 

I'm pleased to hear that my colleague, Ailene A, was able to answer and confirm your queries with the account codes in your Chart of Accounts. 

 

Let us know if you have additional concerns about configuring your Chart of Accounts. We, the Community, will always be here to help you out. Have a great day ahead!