About Swordbooks | QuickBooks Community

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About Swordbooks

Bookkeeper specializing in QBO clean-ups and small business startups.

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Solved Re: QBDT 2024 Trial Balance account numbers not in same order as COA

Thank you for your help,@RazzieE. I did resort the COA, which fixed the Trial Balance sorting. My apologies, I had doubts this would actually work, since I was ...

Swordbooks

Updated Apr 29, 2026
Solved Re: QBDT 2024 Trial Balance account numbers not in same order as COA

Since the Chart of Accounts is sorting correctly, I don't feel like resorting a list will be the solution. I've attached my example below. The COA is sorting nu...

Swordbooks

2

Updated Apr 29, 2026
Re: Customer payments not showing on printed Invoice

@ZuzieGthanks for your response. I did see the report you've recommended, but it doesn't fit this particular need. We'll work something out on our end.

Swordbooks

Updated Oct 16, 2025
Re: My bank feed has not worked for months. I have reconnected it s...

@Deb02Can you download a CSV (or QBO or QFX) file from your online banking account? Download the transactions by month, then upload using "Upload from File" opt...

Swordbooks

Updated Sep 09, 2025
Re: General Ledger in Modern View doesn't sort by account type

@JamesDuanTthank you for your reply. I'm struggling with why someone would want to have a General Ledger sorted by Transaction Date. If I run a full fiscal year...

Swordbooks

Updated Dec 10, 2025

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