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Level 1

Can I change the display of the accounts in chart of accounts?

Accidentally change the display order of the chart of accounts and need to change them back to the original order. They are now in some sort of alphabetical order
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Best answer March 06, 2020

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QuickBooks Team

Can I change the display of the accounts in chart of accounts?

Good evening, @bookshed

 

Thanks for reaching out. 

 

I'm happy to help you change your chart of accounts back to the original order. Let's get started.

 

1. Open your chart of accounts by going to the Accounting menu and choosing Chart of Accounts

 

 

2. You can sort the columns by clicking the Name header of each column. To get back to the original order, I recommend clicking the Type column header. 

 

 

That's all there is to it. Please let me know if you have further questions. You can always reach out to the Community or me anytime you find you have questions or concerns. Take care and have a great weekend. 

 

 

 

 

View solution in original post

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Highlighted
QuickBooks Team

Can I change the display of the accounts in chart of accounts?

Good evening, @bookshed

 

Thanks for reaching out. 

 

I'm happy to help you change your chart of accounts back to the original order. Let's get started.

 

1. Open your chart of accounts by going to the Accounting menu and choosing Chart of Accounts

 

 

2. You can sort the columns by clicking the Name header of each column. To get back to the original order, I recommend clicking the Type column header. 

 

 

That's all there is to it. Please let me know if you have further questions. You can always reach out to the Community or me anytime you find you have questions or concerns. Take care and have a great weekend. 

 

 

 

 

View solution in original post

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Level 1

Can I change the display of the accounts in chart of accounts?

QB Desktop Pro 2020. CofA displays as a listing, rather than a cascade as in 2017. How do I get the old view back?

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Moderator

Can I change the display of the accounts in chart of accounts?

Hello wildbirdbob,

 

To change how your Chart of Account is displayed, we can click the header columns or add another one..

Here's how to sort your Chart of Accounts based on the column headers:

  1. Click Lists at the top menu and select Chart of Accounts.
  2. Click the column headers:
       • Active Status (diamond icon)
       • NAME
       • TYPE
       • Online (lightning volt icon)
       • BALANCE TOTAL
       • ATTACH

Here's how to add columns:

  1. Right-click on the Chart of Accounts window and select Customize Columns.
  2. In the Available Columns box, highlight the column header you want to add.
  3. Click the Add > button.
  4. Select OK.

If you're referring to something different, screenshots and additional details would be much appreciated. Have a great day!

Highlighted
Level 1

Can I change the display of the accounts in chart of accounts?

The status column (R/C/ ) does not appear on my account register.  How can I get it to appear as I need to manually change a transaction to Reconciled in order to do this month's credit card reconciliation?

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