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Level 1

How do I manually rearrange the chart of accounts? ( Not sort)

As I recall, the original COA list at setup (several versions ago) had a layout pretty much like the Balance Sheet, followed by income and expense accounts.  I sorted it and now cannot get it back to the original layout.  Is there a way to manually move accounts?

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Best answer 12-10-2018

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Level 3

Go to List > Chart of account >   click & hold on the dia...

Go to List > Chart of account >   click & hold on the diamond next to the account name.  Then move the account to the desired location

View solution in original post

9 Comments
Highlighted
Level 3

Go to List > Chart of account >   click & hold on the dia...

Go to List > Chart of account >   click & hold on the diamond next to the account name.  Then move the account to the desired location

View solution in original post

Level 1

I see no "diamond"

I see no "diamond"
Level 3

to the left of the account name or number there is a figu...

to the left of the account name or number there is a figure.

Unless you are using 2014 online - then all bets are off.   the online versions do not work like the desktop versions.
Level 1

QB 2014 on iMac.  No diamond.  Never used the online vers...

QB 2014 on iMac.  No diamond.  Never used the online version.  FYI, same problem in QB 2011 and 2009
Level 1

Eureka!  Under Edit/Re-sort list puts it bak to the origi...

Eureka!  Under Edit/Re-sort list puts it bak to the original.  Thanks for the help.  (They do hide things, eh?)
Level 1

I was able to click the custom sort option in the utiliti...

I was able to click the custom sort option in the utilities menu (bottom of the left pane), but after moving one or two accounts by highlighting and dragging, then the system froze on me and now it is no longer working. One thing I noticed is that an expense account is no longer next to the rest of the expenses...it ended up a the end of my list after "other income". Any ideas how to unlock this?or re-instate the functionality? I am on QB1014 for Macs.
Level 1

I've tried this but it says accounts of its type must sta...

I've tried this but it says accounts of its type must stay together.....
Level 1

Re: How do I manually rearrange the chart of accounts? ( Not sort)


@user23261 wrote:

As I recall, the original COA list at setup (several versions ago) had a layout pretty much like the Balance Sheet, followed by income and expense accounts.  I sorted it and now cannot get it back to the original layout.  Is there a way to manually move accounts?


 

Moderator

Re: How do I manually rearrange the chart of accounts? ( Not sort)

Hi there, everyone.

 

Thank you for posting in the Community. I'd be happy to help share another option to rearrange the Chart of Accounts manually.

 

Here's how:

  1. At the top menu, select Lists.
  2. Select Chart of Accounts.
  3. Highlight the account you want to move.
  4. Using the left mouse button, press and hold the account and drag it to the desired place. 

For additional reference, I'm also including the articles below: 

If you need to reach out for more help, feel free to contact our phone support. They have the tools to get this resolved in no time.

 

Here's how:

  1. Go to https://help.quickbooks.intuit.com/en_US/contact
  2. At the top right, select your QuickBooks version.
  3. Select a topic.
  4. Click on the Get Phone Number button.

That should take care of it. 

 

Drop me a reply below if you have any other questions about rearranging accounts in QuickBooks for Mac. I'll be happy to help you out. 

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