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rahmama
Level 2

chart of accounts sublevels

In an effort to reorganize my Chart of Accounts, where I have a number of Subaccounts, I added ID numbers. Don't ask me why, but I thought it would allow me the flexibility to rearrange things. 

Before adding the numbers, all the Subaccounts were nicely indented under their proper Main account. After adding numbers, all accounts are piled on top of each other, no indent. Although the Subaccounts are under their Main account, visually it is difficult to separate them. 

 

I figured that by removing the ID numbers it would revert back but it has not. I've shut the program down a number of times and it still shows up as described above. 

 

When I create a Report, which I'm working on now for our Tax Accountant, the Subaccounts are indented properly.  But I need to fix the visual display on my Chart of Accounts. 

 

Please advise.  Thanks. 

7 Comments 7
Anonymous
Not applicable

chart of accounts sublevels

Hi, @rahmama.

 

Thank you for posting in the Community. I'm here to help fix the visual display on your Chart of Accounts.

 

Have you tried moving your mouse pointer so it touches the small diamond in front of the account you want to move? This allows the account to be dragged up, down, left or right to its new location. 

 

You can refer to this article for more information about re-arranging the chart of accounts: Understand the QuickBooks Chart of Accounts.

 

I've included screenshots below for your reference.

 

COA1.PNGCOA2.PNGCOA3.PNG

 

This should help get you on the right track.

 

Please let me know how it goes. I'll be here to provide further help if you're still having troubles with re-arranging your accounts. Have a good one.

rahmama
Level 2

chart of accounts sublevels

Thank you Lily. I just saw your reply and will try out your suggestions. I'll let you know what happens. 

Rahma

rahmama
Level 2

chart of accounts sublevels

The solution turned out to be a simple one: somehow the view had been changed from hierarchical to flat. I clicked on hierarchical and it returned to the view I wanted. More than one way to skin a cat as they say. :smileyhappy:

Shannon in Colorado
Level 2

chart of accounts sublevels

How do I restore hierarchical view of COA in QuickBooks Online? The COA view is now flat and REALLY difficult to look at. Thanks all for your help! 

RenjolynC
QuickBooks Team

chart of accounts sublevels

Thanks for chiming in this thread, Shannon in Colorado.

 

I'd be glad to give steps on how you can change the Chart of Accounts to the hierarchical view.

 

Here's how:

 

  1. Go to List > Chart of Accounts.
  2. In the Chart of Accounts window, click the Account drop-down menu.
  3. Select Hierarchical View.
  4. Click Yes to confirm.

Please see this sample screenshot for a visual guide:

 

 

You can also read this article for more information: Understand the chart of accounts in QuickBooks.

 

If you have other questions or concerns, please click on the Reply button below. I'm always here to offer help.

jstraub
Level 2

chart of accounts sublevels

I don't have an Account drop-down menu.  I am using QBO Advanced.

ZackE
Moderator

chart of accounts sublevels

Hi there, jstraub.
 

The steps provided by my colleague, RenjolynC, are for QuickBooks Desktop. If you'd like to have a hierarchical view your Chart of Accounts in QuickBooks Online, currently there isn't a feature which makes that possible.
 

I can certainly understand how this could be useful for yourself/others and have submitted a feature request about it to our Product Development Team so it can be considered in future updates.
 

As a workaround, you can use your Account List report and customize it in Excel.
 

Here's how:

  1. In the left navigation bar, go to Reports.
  2. Enter "Account List" in the Find report by name search field, then choose Account List.
  3. Use your Sort ▼ drop-down menu and select a Sort by and Sort in option.
  4. Click Customize.
  5. Change the preferences on your Customize report screen as necessary.
  6. Hit Run report.


Once you've produced it, you'll be able to export a copy as an Excel Spreadsheet (XMLS) file by clicking your Export icon, then selecting Export to Excel


Now you can arrange the order and sequence of your accounts on the report hierarchically. If you're missing data when viewing it in Excel, it's because protected view is active. You'll need to turn on Enable Editing to view all details.
 

I've included a couple resources with more information about customizing reports and exporting them as XMLS files that may come in handy moving forward:

 

Please feel more than welcome to reach out anytime if there's additional questions. Have a lovely day!

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