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steve105
Level 1

How do I manually rearrage the COA in QB Online. Not sort, but manually rearrange.

 
12 Comments
KlentB
QuickBooks Team

How do I manually rearrage the COA in QB Online. Not sort, but manually rearrange.

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:

  1. Select Accounting from the sidebar menu, then click the Chart of Accounts.
  2. You can click the NAME, TYPE, DETAIL TYPE, CURRENCY, QUICKBOOKS BALANCE, and BANK BALANCE to sort the lists.
  3. Select to sort it in descending order or to sort the registers in ascending order.

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. 

BigRedConsulting
Community Champion

How do I manually rearrage the COA in QB Online. Not sort, but manually rearrange.

@KlentB 

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.)

AhnieM
Level 1

How do I manually rearrage the COA in QB Online. Not sort, but manually rearrange.

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?

Nick_M
QuickBooks Team

How do I manually rearrage the COA in QB Online. Not sort, but manually rearrange.

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.

  1. Go to Settings ⚙ and select Account and Settings.
  2. Select the Advanced tab.
  3. Select Edit ✎ in the Chart of accounts section.
  4. Select Enable account numbers. If you want account numbers to show on reports and transactions, select Show account numbers.
  5. Select Save and then Done.

Step 2: Assign account numbers:

 

Want ideas for how to number your accounts?

  1. Go to the Accounting menu and select Chart of Accounts.
  2. Select Batch edit in the Action column.
  3. Add account numbers in the Number column.
  4. Once you’re done, select Save.

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. 

CPALizzie
Level 1

How do I manually rearrage the COA in QB Online. Not sort, but manually rearrange.

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.

Tori B
QuickBooks Team

How do I manually rearrage the COA in QB Online. Not sort, but manually rearrange.

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! 

jlom99
Level 1

How do I manually rearrage the COA in QB Online. Not sort, but manually rearrange.

This is one more reason that QuickBooks online is an overpriced piece of crap. 

jennyrouse
Level 1

How do I manually rearrage the COA in QB Online. Not sort, but manually rearrange.

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.

Howard12
Level 1

How do I manually rearrage the COA in QB Online. Not sort, but manually rearrange.

This would help our business as well. Its very disappointing that we lost the ability to do this when we switched form the desktop version the the online version.

bsandmore
Level 2

How do I manually rearrage the COA in QB Online. Not sort, but manually rearrange.

I don't appreciate the chart of accounts with QBO.  So many useless accounts that real accounting professionals do not use.  

 

And Generic accounts  - office supplies and software - really???  They are two separate accounts and should not be together.  It would be wise to hire some accounting professionals to help with some this online program.

JMBaker
Active Member

How do I manually rearrage the COA in QB Online. Not sort, but manually rearrange.

I am very disheartened to discover that I cannot manually re-arrange/re-order my COA to show on my financials the way management would like to see them. The available options are not suitable for all situations. Can this be escalated to a product enhancement that will be available ASAP?

Thank you,

MadelynC
QuickBooks Team

How do I manually rearrage the COA in QB Online. Not sort, but manually rearrange.

This isn’t the impression we want to leave with you and for the rest of the users who need this feature, @JMBaker.


The Community recognizes feedback and product suggestions to make the program better. You can send this idea through your QuickBooks Online company file so our developers could take action to help improve your experience. 


Here’s how:

 

  1. Go to the Gear icon, then select Feedback.
  2. Enter your suggestions, then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can select Skip and send message.
  4. From the drop-down, choose the appropriate category, then press Send message.
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You can track feature requests through the QuickBooks Online Feature Requests website.


You can also visit our blog site, where all the latest news and product updates like features, apps, and future enhancements are posted.


I’ve added these resources to help you manage the Chart of Accounts (COA) in QBO. You can read them to learn more:

 


I’ll be here any time if you have other concerns besides COA. Always take care!

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