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cbcdesign
March 2, 2022
Question

Sorting accounts by number

  • March 2, 2022
  • 1 reply
  • 0 views

Hi.

 

When I am going through the bank transactions and categorising them, despite having sorted the chart of accounts by number the list is all muddled when trying to categorise a transaction to a particular ledger account. Is there any way to sort the accounts by number in the banking section as well as in the chart of accounts?

1 reply

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Charies_M
March 2, 2022

Thanks for coming here today, cbcdesign.

 

In QuickBooks Online (QBO), manually sorting the list in your Chart of Accounts (COA) by number as well as in the banking section is unavailable. We can only sort the list in ascending and descending order.

 

Here's how to sort the list:

  1. Select Accounting from the sidebar menu, then click the Chart of Accounts.
  2. You can click the NAME, TYPE, DETAIL TYPE, CURRENCY, QUICKBOOKS BALANCE, and BANK BALANCE to sort the lists.
  3. Select ↓ to sort it in descending order or ↑ to sort the registers in ascending order.

I've included an article about using numbers in your COA. This will help keep your records organized: Use account numbers in your chart of accounts in QuickBooks Online.

 

While this is not yet available, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

Reach out to me with whatever questions you may have about managing COA or Bank feeds. I’m here to assist you further. Have a good one.

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cbcdesignAuthor
March 2, 2022

I can sort the accounts by number in the chart of accounts and have done so. The problem is when selecting an account within banking and reconciling transactions I cannot sort accounts by number. I guess that cannot yet be done.  

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Kurt_M
March 2, 2022

Hi there, @cbcdesign. I'll share some insights about your concern along with the steps on how to sort accounts by number.

 

Here in QuickBooks Online (QBO) you use the REF No. column to sort your transactions.  To begin, here's how:

 

  1. On the left navigational bar, go to the Accounting tab.
  2. Select Reconcile and then choose the account that you'd like to reconcile.
  3. Click on the All Button and then click a transaction.
  4. Select the Edit button  and then Add the Reference number.
  5. Once done, click Save.

 

Sorting accounts by number in the online banking section is currently unavailable.

I'll be adding a link here where you can look for an article that can assist you if you require any information or procedures when using QuickBooks Online. Help articles.
 

Additionally, here are some articles to help you in the future:

 

 

As always, the Community is open 24/7 if you need further assistance with managing your accounts in QBO. You can also notify me if you have any additional QuickBooks-related concern. I'll be more than happy to provide assistance to get your query sorted out as soon as possible. Keep safe and have a good one

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