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userjmem4g
September 23, 2020
Question

I simply want to change the order of the rows and the columns of the reports. How do I move them?

  • September 23, 2020
  • 23 replies
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Original commenter did not share additional details

23 replies

Charies_M
September 23, 2020

Glad you came here, userjmem4g.

 

I can walk you through the steps of arranging the order of rows and columns of your reports in QuickBooks Online (QBO).

 

Here's how you do it:

 

  1. Choose a report from the Reports tab and open it. (In the screenshot, I run the Profit and Loss report).
  2. Click the Customize option.
  3. Scroll down to Rows/Columns. Under Select and reorder columns, check the boxes for the rows and columns you want to include in the report.
  4. Change the order of the rows/columns by hovering your mouse to one of them and dragging it up or down.
  5. Select Run report.

Here's an article made handy about modifying columns on the report: Customize and modify columns on reports.

 

I also have some additional articles about managing a wide range of reports in QBO:

To help you with future tasks and tips when using QBO, you might want to visit our Help Articles.

 

Get back to me if you need help with something else. I'd be happy to assist. Enjoy the rest of the day!

userjmem4gAuthor
September 26, 2020

this did not help at all

 

on my balance Sheet I have 4 checking accounts >> docks, picnic, POA, social

 

QB has them in alpha order and I want them differently - I just want to change the order of the rows, nothing else

 

same is true on my income statement >> I want to reorder my columns and also my rows

 

QB seems 'stuck' on an alpha approach

    Jen_D
    Jen_D
    September 26, 2020

    Thanks for getting back to us, @userjmem4g,

     

    I can share some more information about the Balance Sheet report in QuickBooks Online. The default sorting of the accounts shown on the report is set alphabetically, which is what you're seeing. 

     

    The option to rearrange the order of the rows or columns is currently unavailable at the moment. However, you can do this by exporting the report into a worksheet to get the sorting you need. Just click the Export icon to transfer the information in Excel.

     

    See this:

     

    To learn more about our reports, I've added a few related articles to help you:

     

    Your suggestion is also a good feedback we can share to our developers in the meantime. If you have any other questions about QuickBooks or need further help with this topic, feel free to connect with me again. Have a good one!

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