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tad151
Level 1

Is there a way to reorder the Accounts in my Chart of Accounts in Quickbooks Online? (i.e., so that I can group my bank and credit card accounts together at the top)

 
7 Comments 7
Giovann_G
Moderator

Is there a way to reorder the Accounts in my Chart of Accounts in Quickbooks Online? (i.e., so that I can group my bank and credit card accounts together at the top)

Hello there. tad151.

 

I can see how important for you and your business to reorder the accounts of your chart of accounts. Currently, this option isn't possible in QuickBooks Online. Instead, you can sort the list in ascending or descending order.

 

Here's how:

 

  1. Go to Accounting from the sidebar menu, then Chart of Accounts.
  2. You can click the NAMETYPEDETAIL TYPECURRENCYQUICKBOOKS BALANCE, and BANK BALANCE to sort the lists.
  3. Select ↓ to sort it in descending order or ↑ to sort the registers in ascending order.

 

Alternatively, you can use the account number to organize your chart of accounts. You'll need to enable this feature if you want to assign a number to your accounts. I'll show you how.

 

  1. Go to the Gear icon, then Account and settings.
  2. Select the Advanced tab.
  3. Click the Edit pencil icon in the Chart of accounts section.
  4. Select Enable account numbers. 
  5. Hit Save and then Done.

 

For complete instructions, check out this article: Use account numbers in your chart of accounts in QuickBooks Online.

 

Once everything is in place, you may want to use this resource as a reference for seamlessly matching your accounts: Reconcile an account in QuickBooks Online.

 

Please let me know if you need further assistance managing your chart of accounts. I'd be more than happy to assist you.

JTWard
Level 2

Is there a way to reorder the Accounts in my Chart of Accounts in Quickbooks Online? (i.e., so that I can group my bank and credit card accounts together at the top)

Will QuickBooks Online gain the function to reorder the Chart of Accounts anytime soon? This was an important feature that we didn't realize we would lose moving to Online.

ChristineJoieR
QuickBooks Team

Is there a way to reorder the Accounts in my Chart of Accounts in Quickbooks Online? (i.e., so that I can group my bank and credit card accounts together at the top)

Hi there, @JTWard.

 

We understand how important it is for you and your company to improve the reports in QuickBooks Online. I'm here to share some workaround. 

 

This option is currently unavailable in QuickBooks Online. You can instead sort the data in ascending or descending order.

 

  1. Select Accounting from the sidebar menu, followed by Chart of Accounts.
  2. To sort the lists, click the Name, Type, Detail Type, Currency, QuickBooks Amount, and Bank Balance buttons.
  3. Choose whether to sort the registers in ascending or descending order.

 

Optionally, you can arrange your chart of accounts using the account number. If you want to allocate tasks to your accounts, you must first allow this feature. I'll demonstrate how:

 

  1. Navigate to the Gear icon, then to Account and Settings.
  2. Go to the Advanced tab.
  3. In the Chart of Accounts section, click the Edit pencil icon.
  4. Enable account numbers are selected.
  5. Then click Save and then Done.

 

I also added this article about categorizing your finances in QuickBooks Online. 

 

These resources have been added to assist you in managing the Chart of Accounts (COA) in QBO. You can learn more by reading these:

 

 

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. 

CapeCuts
Level 1

Is there a way to reorder the Accounts in my Chart of Accounts in Quickbooks Online? (i.e., so that I can group my bank and credit card accounts together at the top)

We use a workaround.  Simply rename your accounts with a leading exclamation point, then sort the list by name.  We wanted our bank accounts listed first, followed by our credit accounts, so we used 2 leading exclamation points for our bank accounts.  

Our list now looks similar to this:

!!Bank Account 1
!!Bank Account 2
!Credit Account 1
!Credit Account 2
!Credit Account 3
etc
etc

It isnt ideal but it works!

Lou  Q
Level 1

Is there a way to reorder the Accounts in my Chart of Accounts in Quickbooks Online? (i.e., so that I can group my bank and credit card accounts together at the top)

This is a basic feature and ridiculous that QB cannot add this to the online.  QB gets worse and worse every year and charges more and more for nothing.

I would also like to know how to turn off advertising while I am working. Distracting.

Lou  Q
Level 1

Is there a way to reorder the Accounts in my Chart of Accounts in Quickbooks Online? (i.e., so that I can group my bank and credit card accounts together at the top)

This seems like such a basic feature that makes no sense why QB cannot have this on the online.

 

We pay an awful lot of money for a product that gets worse and worse every year.

 

JC1999
Level 1

Is there a way to reorder the Accounts in my Chart of Accounts in Quickbooks Online? (i.e., so that I can group my bank and credit card accounts together at the top)

This worked with a . instead so thank you for the suggestion!

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