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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!!!!!

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Best answer 03-22-2019

Accepted Solutions
Established Community Backer ***

Re: 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"

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Anonymous
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Re: 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.

Established Community Backer ***

Re: 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

Not applicable

Re: 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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