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denisek
January 22, 2025
Question

Chart of Accounts

  • January 22, 2025
  • 2 replies
  • 0 views

What changed in the Chart of Accounts? I used to be able to have it in detail type and number order; now, it's in detail type and name order.

 

I want it in detail type and number order. How do I get it back?

    2 replies

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    FateCandylaneT
    January 22, 2025

    There aren't specific changes on the Chart of Accounts, denisek. I'll guide you in modifying your preference to show the detail type and number order in your company file.

     

    To start, please ensure that the Account Number feature is activated in your account settings. Here's how:

     

    1. Go to the Gear icon and navigate to the Advanced tab.
    2. Select Edit under the Chart of Accounts section. Then, enable the feature.

     

     

    If the Number column isn't visible from the Chart of Accounts (COA) page, follow these steps:

     

    1. Go to the Settings icon above the Action column.
    2. Enable Numbers and other options from there.
    3. To arrange them in order, click on the arrow from the Number column.

     

    I'm including this screenshot for reference.

     

     

    However, if you meant something else, you can leave a reply on this thread for more detailed information.

     

    Additionally, you can start reviewing and reconciling your accounts to ensure they always match your bank and credit card statements.

     

    On the other hand, you'll want to seek additional guidance from our Live Expert Assisted team to help you organize your entries and provide assistance in managing your accounts.

     

    Our forum is available anytime you require further help when handling your overall data. Just keep us posted in the comments below. Stay safe!

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    denisekAuthor
    January 22, 2025

    I meant we had our Chart of Accounts in account type order, and then it would sort in account number order; now it is still in account type order, but now it's in alpha order instead of account number order. It was fine yesterday; when I logged on today, it was showing as below (alpha order).  see below

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      denisekAuthor
      February 5, 2025

      Intuit fixed it,

       

      Thank you all for your help

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      rvrfrf
      February 5, 2025

      Thanks for getting back with the Community, denisek.

       

      I'm happy to hear my colleagues were able to help with troubleshooting your Chart of Accounts.

       

      I've also included a detailed resource about working with the Chart of Accounts which may come in handy moving forward: Learn about the chart of accounts

       

      Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have a great Wednesday!

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