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Level 1

Chart of accounts management

In the chart of accounts I have an asset account called "Horses", and within that account I want to show the horses alphabetically.  On my iMac I can merely drag and drop each horse account alphabetically.  On my MacBook Air this doesn't work.  The sync feature coordinates the transaction activity but does not sync the desired account sequence.  Help!!!!!

Solved
Best answer 03-22-2019

Best Answers
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Level 8

Chart of accounts management

Open the chart of accounts on your Mac Book Air, from the gear icon at the bottom left put a check at "enable custom ordering"

View solution in original post

14 Comments
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Anonymous
Not applicable

Chart of accounts management

Hello, @mbartz37.

 

Thanks for posting in the Community. I'm here to help figure out why you're unable to drag and drop your accounts in the Chart of Accounts.

 

You should be able to drag the accounts using MacBook Air. You'll just need to make sure that it's the same account category. You also have the option to Edit the account and select Subaccount of

 

Since you're having trouble dragging the accounts, it's possible that there's a functionality issue within the software. Let's try performing an update first of your QuickBooks software in your MacBook Air. 

 

Here's how: 

 

  1. Go to the QuickBooks Desktop menu and select Check for QuickBooks Updates.
  2. If a newer version of QuickBooks Desktop is available, click Install Update.
  3. When prompted, click Install and Relaunch. When the update is complete QuickBooks Desktop for Mac will automatically open.

If you want to update it manually, you can check out this link for the steps: Update QuickBooks Mac Desktop.

 

This should help your QuickBooks Mac to function successfully. 

 

Let me know if you have additional questions. Also, if you need help articles in the future, you can always visit our site: Help articles for QuickBooks Desktop for Mac.

 

I'll also be here if you need further help with your Chart of Accounts. Have a great weekend.

Highlighted
Level 8

Chart of accounts management

Open the chart of accounts on your Mac Book Air, from the gear icon at the bottom left put a check at "enable custom ordering"

View solution in original post

Highlighted
Level 1

Chart of accounts management

Skinny:

You're a genius.  Worked beautifully.  Thanks for your help.  Seems like I learn something new about  this program every day.  Thanks again.

Marv

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Level 2

Chart of accounts management

Help! Brand New QB user..... Same trouble with wanting my Chart of Accounts alphabetical. I have 5 different categories and have put a letter in front of the number to categorize them. ATP, C, F,K,P, PD. Example, K-941 is an Expense acct. for my business Knot Crazy! K-615 is a Knot Crazy! Income acct. I realize all the Income accts. will be together, Expense accts., Fixed Asset etc. will be categorized;  but there is no order in these accounts. I have messed around with 'Type' arrow above the Account column, but it only toggles between 2 different options and neither is alphabetical. Any suggestions welcome THANKS!

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Level 2

Chart of accounts management

Hi! I just posted my question on here, trying to get my accts. in alpha order.... once I chk. the Enable Custom Ordering button, what next? Do I have to click and drag? How can I get it alphabetized? Thank You!

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Content Leader

Chart of accounts management

 Hi there, Knot Crazy. I love your business name, by the way.

 

I'd like to provide some info regarding reordering your Chart of Accounts.

 

Once you've checked the Enable Custom Ordering button, you should be able to click and drag each account to be in alphabetical order. Since the chart is now totally customizable, you'll have the freedom to order however you'd like, but the system won't automatically sort alphabetically.

 

I hope this helps! Feel free to reach out if you have any other questions.

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Level 2

Chart of accounts management

:) Great Thanks! Can you tell me dif in Flat and Hierarchial view?

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Content Leader

Chart of accounts management

Sure thing!

 

The Hierarchical View will indent certain accounts, like sub-accounts, to basically show a breakdown of the "hierarchy." On the other hand, the Flat View will have no indention, only showing the main accounts without subs.

 

That's how I've always explained it so hopefully it makes sense! I'm here if you need help with anything else.

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Level 2

Chart of accounts management

You've been super helpful, Thanks Much! I'm up to my eyeballs getting our financials in order for the accountant/Taxes.... will keep asking as long as you are answering :) I used Moneycounts program for 30 years... its been out of business for probably 10yrs at least, but it was working. Just made the jump to QB for 2019 and the learning curve has been brutal, but getting there slow but maybe sure...

 

I need to view information, all details on an income account, how can I pull that acct info out?  We have several business that I'm reporting on and need to be able to view/print out info on certatin accts. Looking in Reports and searched, no luck....hoping for another clue :)

 

 

TIA! :)

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Level 2

Chart of accounts management

Got it, mission accomplished! Was so easy - learning something new every day. Painfully!

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Level 2

Chart of accounts management

How about pulling up all transactions for 1 name? Say I want to see all transactions with the "City of Cordova" how/ where do I go to pull that info up? TIA

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QuickBooks Team

Chart of accounts management

Glad to have you back here in the Community, @Knot Crazy.

 

You can pull the Transaction Detail by Account report to view the entries of your desired account. 

 

To do that:

  1. Click on Reports at the top menu bar.
  2. Select on Accountant & Taxes.
  3. Choose the Transaction Detail By Account.
  4. Hit on the Filters option at the top of the report.
  5. Put a check-mark for Accounts.
  6. Choose Selected accounts and select the account for the City of Cordova.
  7. Tick on OK.
  8. Click on Apply.

To give you more details about customizing reports in QuickBooks Desktop, please see this link: Customize company and financial reports. I'm also sharing here the QuickBooks Desktop for Mac User's Guide so you can scan through the options and functionalities that the program offers. 

 

You can always visit me here if you have further questions. I'll make sure you're taken care of. Have a good night, Knot Crazy!

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Level 2

Chart of accounts management

WOW! Cool, Just the info I needed. Thanks very much and I'm sure you'll hear from me again!

 

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Level 2

Chart of accounts management

Actually, I don't think you answered my question, but I did really need to know this info! It allowed me to check' all my F-, P-, PD, and K-  accounts so I can group them together, super helpful. My question was pulling out all transactions with the City of Cordova, a vendor. Maybe your instructions will work for this too, will check it out. Thanks!

 

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