re-sort chart of accounts by name not number

It's my pleasure to guide you in re-sorting the Chart of Accounts in QuickBooks Dekstop, @newyorktutor.

Let me show you how: 

1. Open your company file.
2. Go to the List menu.
3. Select the Chart of Accounts tab.
4. At the bottom part, choose the Account dropdown menu.
5. Click Re-sort List. 

If you want to rearrange them, you may need to do it manually by selecting the account and dragging it to your desired place. 

To learn more about the Chart of Accounts in QuickBooks Desktop, feel free to check this resource: Understand the chart of accounts.

Drop me a reply below if you need further assistance with managing your chart of accounts. I'm always ready to help. You take care and have a great day.

Conversely, I would like to sort my Chart of Accounts on QuickBooks Online by Number, but this doesn't seem to be an option on either the Chart of Accounts report or the Chart of Accounts itself.

The default lists "Income", then "Expenditures" (sic) then "Other Income" then "Other Expenditure" - this is completely unhelpful as I want to gather all income together and then all expenditure.

Please can you let me know how to sort the CoA by the account numbers I've set up?

Thanks for always joining us here and asking questions about QuickBooks navigation, Phil_UK.

There's an option to sort the list of accounts by number. I'll share the steps on how you can do it in QBO.

First, make sure that the Account column is showing up. Just click the small Gear icon and check the box for Number.

Second, go to the Number column and click its header. This will sort the list according to the account number that is assigned to them. 

With regards to the Account List report, you can export it to Excel. Then, use Excel's sorting function to rearrange the list. Just click the Export icon and select Export to Excel. 

More details about this option are discussed here: Export Your Reports to Excel from QuickBooks Online.

Let me know in your reply if you're able to sort the list of accounts by number. I'd be glad to join you here again if you need anything else. 

Hi JenoP,

Many thanks for this - that fixes it for both. But it's slightly annoying to have to do it via Excel, so I'll make a feedback suggestion for this to be added to the Chart of Accounts report as a sort option.