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How do i change the order of the accounts on the financial statements?

the accounts on the financial are not sorted numerically how do i change?

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Best answer 05-21-2019

Accepted Solutions
Established Community Backer ***

You can put them in order as long as First sequence is Ac...

You can put them in order as long as First sequence is Account Type.

Open the chart of accounts and use View menu > Re-Sort List. For any List in QB, if a report seems out of sequence, Re-Sort the underlying list.

Community Manager

Re: How do i change the order of the accounts on the financial statements?

Check out the article, Understand QuickBooks Chart of Accounts. It thoroughly explains the COA and includes sections on hiding or showing accounts, adding account numbers and re-arranging.

7 Comments
Established Community Backer ***

You can put them in order as long as First sequence is Ac...

You can put them in order as long as First sequence is Account Type.

Open the chart of accounts and use View menu > Re-Sort List. For any List in QB, if a report seems out of sequence, Re-Sort the underlying list.

Established Community Backer ***

"The order in each section is the same as the order on th...

"The order in each section is the same as the order on the Chart of Accounts.  This is basic stuff..."

If someone clicked on one of the columns while viewing the chart of accounts, they have a Sorted view, which might confuse them from the Report's sequence. For instance, you can Click on Account Number to put them in # sequence for the chart of accounts, but Financial Reports are by Type.

When you see a large diamond to the left of Name, in the Title of the columns, click on the large diamond to make it go away; it indicates someone clicked on a column selectively. That specific column will show a little up or down arrow, indicating it is the Sorted By column for this list view.

This is Basic List Management for QB desktop.


BRC
Established Community Backer ***

RE: they have a Sorted view, which might confuse them Ye...

RE: they have a Sorted view, which might confuse them

Yes, confuse a customer, but not an Intuit rep who should know how lists work.
Established Community Backer ***

I clicked on the Report flag, for Coaching. I hope it helps

I clicked on the Report flag, for Coaching. I hope it helps :smile:
Moderator

Hi lisavout! Thanks for posting! It is not possible to ch...

Hi lisavout!

Thanks for posting!

It is not possible to change the order of the accounts on the financial statements. This is a good suggestion to be sent to our developers. Just click the Help menu, and select Submit Feedback Online. However, you can rearrange them according to their account numbers. Just click the View menu, and click Re-Sort List. 

Please feel free to tell us if you have any questions.

BRC
Established Community Backer ***

The order in each section is the same as the order on the...

The order in each section is the same as the order on the Chart of Accounts and is very possible to change.  This is basic QB behavior.
Community Manager

Re: How do i change the order of the accounts on the financial statements?

Check out the article, Understand QuickBooks Chart of Accounts. It thoroughly explains the COA and includes sections on hiding or showing accounts, adding account numbers and re-arranging.