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How do I reorganize accounts within a type on the chart of accounts list and subsequent reports?

 
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QuickBooks Team

How do I reorganize accounts within a type on the chart of accounts list and subsequent reports?

Let me help you in organizing your account and reports in QuickBooks, @lindsayranch.

 

If you want to reorganize your accounts based on its type, you can simply click the TYPE drop-down. This will gather each account base on its type. 

 

However, if you want to reorganize them alphabetically by type, the option for this is unavailable for now in QuickBooks.

 

For your subsequent reports, we can modify its arrangement by exporting them to your excel file. Simply follow these steps:

 

  1. Go to Reports menu and search for Account List Report.
  2. Click the Export icon beside the small Gear icon.
  3. Select Export to Excel.
  4. Once downloaded, use the Sort and Filter option to reorganize them.

 

QuickBooks is continuously improving to enhance our customers’ experience while using it. Please know your voice is important to us, and we take customer’s suggestion as an opportunity to guide us on which area of the product we need to improve on.

 

I'll send this feedback on your behalf for consideration in future product updates. I want you to be the first to hear about the latest QuickBooks innovations, so I’m adding an article to view the details: Firm of the Future.

 

Reach out to me if you have any other concerns or questions. I’m more than happy to assist further. Please take care.

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