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Lenaohxo
Level 1

Alphabetizing accounts in reports

In the “transaction detail by account” report, how do I make  the accounts appear in alphabetical order

 

 

 

pleaseeeeee helpppppp

1 Comment 1
Rea_M
Moderator

Alphabetizing accounts in reports

I'm here to share details about handing report information in QuickBooks Desktop (QBDT), @Lenaohxo.

 

The order of accounts on the Transaction Detail by Account report is based on your Chart of Accounts (COA) list. You can sort them based on your preferred view through the Re-sorting process. Let me guide you how.

  1. Go to the List menu.
  2. Select Chart of Accounts.
  3. Go to the Account drop-down.
  4. Choose the Re-sort List option.

 

I've attached a screenshot below for your reference.

 

Once done, pull up the Transaction Detail by Account report again to see the update. Then, you can customize the report so you're able to get the specific information you want. You can learn more about this by checking out this article: Customize reports in QuickBooks Desktop. It also includes details about customizing QuickZoom and summary reports.

 

Please update me on how it goes. You can also drop a comment below if you have other concerns or follow-up inquiries about handling reports in QBDT. I'm just around to help. Take care always.

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