QBD allows you to change order of accounts in Chart of Accounts, which also changes order for P&L. I want to do the same in QBO, but I can't find out how. Any help you can provide would be appreciated.
You can change the sort order of accounts in the Chart of Accounts in QuickBooks Online (QBO). Your options are Name, Type, Currency, QuickBooks Balance, and Bank Balance. Keep in mind that this change is exclusive and won't affect the Profit and Loss report.
The Profit and Loss report itself is sorted by income accounts, followed by expense accounts, and lastly, the net income. There isn't an option to change this order at this time.
Learn more of how the Chart of Accounts works by viewing this article: Understanding the Chart of Accounts.
Do you have other questions in mind? Post them below, and I'll get back to you.
Let me rephrase my context and question: QBD allows the user to change order of accounts in Chart of Accounts (drag-and-drop feature), which also changes order of accounts on P&L. How can I accomplish the same outcome in QBO? We just converted from QBD to QBO. Some of the account ordering (deliberately non-numerical and non-alphabetical) remained in place; which is want I wanted. However, some of it reverted back to numerical in QBO. Here's why this is an issue: The Chart of Accounts (that I inherited; I didn’t create) followed a first-digit schema (Income 4000 level, COGS 5000 level, Expense 6000 level), but the 2nd, 3rd and 4th digits of account numbers appear to have been selected at random, so numerical order hierarchy creates a P&L output that is disorienting and odd-looking; sorting alphabetically by account names also produces P&L output that is odd-looking.
I expected QBO to have the same drag-and-drop capability as QBD, but I can’t figure out how to do it.
Am I missing something?
Has anyone conjured a work-around?
Joining the thread to answer your question, Radian.
For now, not all features in QuickBooks Desktop is available in QuickBooks Online. Being able to rearrange the Chart of Accounts using the drag-and-drop function is one of them.
In the meantime, you can follow the steps in the first response on how you can sort the list of accounts. Please see these articles about managing the Chart of Accounts in QBO for additional reference:
Your feedback will also be forwarded to our engineers for review. Customer suggestions and feedback that are shared in the Community are always considered when designing new updates to improve QBO.
Don't hesitate to reach out to us again or add a reply below if you need more help while reorganizing your Chart of Accounts.
Unreal answers...no solutions. smh..this is why I hate QBO and Ive been forced into using it
by my clients. (I am an Accountant.).. Also a printing payroll summary issue when printing to pdf that hasnt been fixed in over a year. Intuit...u suck
Good Afternoon, @John1012.
This isn't what I want to happen when reaching out to our Support Team. If you can tell me more about the issues you're having, then I'll do my best to provide you with some solutions. I'm always here to have your back. In the meantime, you can check out this link below that may be helpful:
I hope to chat with you soon. Take care!