Manuualy reordering the chart of accounts

Hi there, @Anonymous.

Thank you for posting in the Community. I'd be happy to help share some details about manually rearranging the account in the Chart of Accounts (COA).

Let's make sure that you only drag and place the parent account with the same account type. Also, ensure to drag and drop the same subaccounts under a parent account.

However, if you see an unusual error message that isn't related to one of the causes listed below, I recommend using the Re-sorting list feature to resolve the issue. This restores the default order of your lists and allows you to rearrange them.

• This account must stay with other accounts of its type.
• Subaccounts must be the same account type as their parent.
• You cannot move the list element while the list in the "Flat" mode.

You'll want to know about the account types in COA, you can reference this article: Learn about the chart of accounts in QuickBooks.

I'm just a reply away if you need any further assistance in managing your accounts. Wishing you and your business continued success.

Thanks for keeping us updated of the situation, DawnTully.

Let me add some additional steps to help you resolve the issue.

This might be caused by a possible data damage. We can perform the Verify and Rebuild Data. This tool helps identify any minor issues within your company file and automatically fixes them.

To Rebuild Data, here's how:

1. Go to Window > Close All.
2. Verify Data. Choose File then Utilities. Select Verify Data. If you see:
   • "QuickBooks detected no problems with your data," no further action is needed.
   • A specific error message, there may already be an article for it. Try searching for it in our QuickBooks Desktop support site for specific instructions.
   • "Your data has lost integrity," indicates there is data damage in the file.  Continue to the steps below to Rebuild Data to correct the problem.

   Note: Assisted Payroll customers should consult an Assisted Payroll agent before running Rebuild Data.

To Rebuild Data, you can follow these steps: 

1. Go to File > Utilities > Rebuild Data.
2. You will receive a warning message to backup your company file, click OK. A rebuild requires a company file backup beforehand because in rare cases the process may need to delete transactions or list entries to fix the file.  A backup of your company file will ensure you have a secured copy of your company file before any changes are made to it.
3. Select where you want to save your backup, then select OK at the bottom of the QuickBooks Desktop Backup window.
   1. If the backup fails, select Cancel at the Rebuild prompt and contact Payroll Support for additional assistance.
   2. If a message asks if you want to replace another backup file, select NO. Enter a new name in the File name field and click Save. 
4. The Rebuild Data utility starts as soon as the backup is finished.
5. Click OK when you get the message "Rebuild has completed".

After the steps, please run the Transaction Detail report and check to see if the transactions for Simple IRA are showing up. Otherwise, you can follow the other solutions shared in this article: Fix data damage on your QuickBooks Desktop company file

To learn more about the reports and how you can customize them in QuickBooks Desktop:

• Understand reports
• Customize reports in QuickBooks Desktop

Please let us know again on how it goes after trying out the steps. We want to make sure this is resolved for you. Stay safe.

Good morning, @Anonymous. 

Thanks for reaching back out and letting us know rebuilding the data didn't work to help fix your issue. 

Since the problem is persisting, I suggest contacting our Customer Support Team so further assistance. Here's how: 

1. Go to the Help menu. 
2. Press the QuickBooks Desktop Help option. 
3. Click the Contact Us hyperlink. 
4. Give a brief description of the problem and hit Let's talk. 
5. Scroll down and choose to Get a callback. 

It's that easy! 

Keep us updated on how the call goes. We're always here to lend a helping hand. Best wishes! 

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@Anonymous wrote:

Additionally, this issue persists across several files that I manage, indicating it's unlikely a corruption in any file.

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@Anonymous wrote:

As you can see these are all accounts of the same type and the list is in it's original order in Hierarchical view in the first picture.   In the second picture I dragged Old Port Specialty Tile to BENEATH Hammond Lumber and on release of the mouse it lands above Hammond Lumber.  3rd Shot I had to drag Old Port Specialty Tile beneath Maine Paint to get it to land beneath Hammond Lumber where I want it to live.

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Hello when I merge reports between two companies my chart of accounts (only some of the expense accounts)

get out of order. 

My accounts match perfectly to each other meaning I have the same number and description for both of the company files I am merging. 

It is bringing up the Taxes above the other expenses.  My numbers are in line with my type of accounts and everything.. 

Any ideas on why it keeps doing this.

Hi, Cinergi.

There are times that an issue like this occurs when QuickBooks encounters unexpected browser-related crashes. To resolve it, try logging into your account on an incognito window. Here is a list of keyboard shortcuts to open one:

• For Google Chrome: Ctrl + Shift + N
• For Mozilla Firefox: Ctrl + Shift + P
• For Microsoft Edge: Ctrl + Shift + P
• For Safari: ⌘+ Shift + N

If it works, you can go back to a regular browser and clear its cache. Piled browser history can be the reason for some issues on the page. You may also switch to a different browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge.

Also, you may visit our Self-Help page for tips on managing your account.

I want to ensure that you're able to continue working on your QuickBooks. That said, let me know how these steps work on your end. I'll be around to help you.

I'm just a post-away whenever my help is needed.

We do not use online QB but the Enterprise Desktop version so excuse me if I am ignorant on this what does

the browser have anything to do with opening our QB on the desktop?

Not sure if my other post went through so I apologize for duplicate.

I am not sure why the browser has anything to do with Our version of QB since we use the 

Enterprise DESKTOP version and do not login on line for any of our many company files?