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How do I get account numbers to appear on the balance sheet report and the Trial balance report?

 
1 Comment 1
Clark_B
QuickBooks Team

How do I get account numbers to appear on the balance sheet report and the Trial balance report?

You’ll need to first enable the account numbers option in Account and Settings, @ered.
 
Here’s how:
 
  1. Go to Settings and select Account and Settings.
  2. Navigate to the Advanced tab and find the Chart of Accounts section.
  3. Toggle on the option to Enable account numbers.
  4. Click Save and then Done.
 
Next, ensure that you add the account numbers in your Chart of Accounts (COA). Here’s how:
 
  1. Go to the Gear icon or Settings and select Chart of Accounts.
  2. Click the drop-down menu beside an account and select Edit.
  3. Enter the account number in the designated field and click Save.
 
ACC#.png
 
Once done, you can view them in the Balance Sheet or Trial Balance reports. Here’s how:
 
  1. Navigate to Reports from the left-hand panel.
  2. Search for Balance Sheet or Trial Balance and select the report.
  3. Customize the report by filtering the Report Period and other settings as needed.
  4. Review the list of accounts to confirm that the account numbers are displayed correctly.
 
Screenshot 2025-07-28 014006.png
 
You can also refer to this article to help you format the layout and ensure the correct data is displayed: Customize reports.
 
On top of that, consider checking out our QuickBooks Live Expert Assisted team. They can help you with your transactions, accounts, reconciliation, and reports.
 
If you're referring to something else, please provide more information and click the Reply button. We're here to help!
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