Account management

Thank you for joining the thread, @Teri Wilt.


You can always sort the accounts on your Profit & Loss report by total or account number. Just click on the arrow-down beside the Sort By field.



If the account numbers aren't sorting out properly, I'd suggest doing the re-sort list as recommended by one of our Community Backers.


Here's how:

  1. Select the Lists menu and choose Chart of Accounts.
  2. Click the Include Inactive checkbox. If there are no inactive accounts, items, etc., the box will be grayed out.
  3. From the List (Account/Item) drop-down, select Re-sort List.
  4. Click OK on the Are you sure you want to return this list to its original order? prompt.



Then open your P&L to check if it's properly sorting the account numbers by order. QuickBooks re-sorts lists based on the first three digits of the account number. If you have multiple accounts listed, your Chart of Accounts may be out of order numerically.



Please let me know if you have other questions. I'm always here ready to help. Have a great weekend.