Hey there, steve105.
Currently, the option to arrange the list in the Chart of Accounts manually is unavailable in QuickBooks Online. We can only sort the list in ascending and descending order.
Here's how to sort the list:
I've included an article about using numbers in your Chart of Accounts. This will help keep your records organized.
Reach out to us again if you have further questions or need help in doing your work with QuickBooks. It's always our pleasure to help.
RE: Currently, the option to arrange the registers in the Chart of Accounts manually is unavailable in QuickBooks Online. We can only sort the registers in ascending and descending order.
The chart of accounts is not a register. It's a list.
Pity there is no user-sort option to put the accounts in the desired order. Desktop has had this for about three decades (since before the internet.)
It is absolutely ridiculous that QB Online doesn't allow a user to reorder their chart of accounts. The current display has no rhyme or reason.
Are we able to sort the chart of accounts by using account numbers that can be rearranged by desired view order?
Hi there, AhnieM.
Thanks for stopping by the Community this afternoon, it is possible to sort your Chart of Accounts by account numbers and in a few easy steps you can be on your way to do so.
Step 1: Turn on account numbers:
The account numbers feature is off by default. Here’s how to turn it on.
Step 2: Assign account numbers:
To see your accounts’ numbers, go to the Chart of Accounts. Select the Gear icon at the top of the list (not on the navigation bar) in the Action column. Then, select Number.
Now you can spend less time looking for specific accounts in Chart of Accounts or when adding transactions. Quickly find accounts using the numbers you assigned to them.
You can find these steps and more information in the following article: Use account numbers in your chart of accounts. Thanks again for stopping by and have a nice day.
We had the ability to rearrange the placement of the accounts in the previous version, so this must have been lost in the update. This creates a significant problem for me because I need to be able to manipulate the placement and grouping of the accounts in order to show data in various ways on the financials. I am a CPA and desperately need this capability. I realize that you might think this keeps people from screwing things up if they aren't accounting savvy, but some of us are accounting professionals whose hands are tied by this inflexibility. Please reconsider and restore this functionality in the next update or, at the very least, provide an override.
Hey there, @CPALizzie.
Thanks for following the thread and sharing your concerns. I'll be sure to take note of them.
I can see how having the option to rearrange accounts' placement would be beneficial for you and your business. If you'd like, I can personally submit a feedback request to our product development team. This way, it can be considered for a future update.
Please let me know if there is anything else that I could do for you. You can reach out to the Community at any time. Take care!
Yes, this would help our businesses as well. Over the years we have rearranged how we want to display accounts on financials and losing the ability to reorganize my chart of accounts has created more work for me.