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BSL_Ling
December 30, 2021
Question

COA# appears in report name when import from excel

  • December 30, 2021
  • 1 reply
  • 0 views

Hi,

I noticed that when I import my COA from excel into QBO:

 

 

 

 

1. In reports, the COA# is appearing in the name of the COA

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2. However, when I edit the COA from Chart of ACcounts, the number does not appear in the name.

 

 

 

 

 

 

 

 

 

 

 

 

Is there a way to resolve this?

 

1 reply

G
Giovann_G
December 30, 2021

Hi there, BSL_Ling.

 

I know how to remove the account number from your reports in QuickBooks Online.

 

The system will include the assigned account number in your report if you enable and use the account number in your chart of accounts. You can uncheck the Show account number box to ensure it doesn't appear in your report. I'll show you how to do it.

 

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Click Advanced.
  4. In the Chart of Accounts section, hit the Edit pencil icon.
  5. Uncheck the box Show account number.
  6. Once done, click Save, then Done.

 

For your reference, you can review this article for more insights: Use account numbers in your chart of accounts.

 

In addition, I've included the following resource to help you manage and organize your chart of accounts in QuickBooks Online:

 

 

 

Let me know if you need further assistance with a report or chart of accounts. We're always here to help you.

B
BSL_LingAuthor
December 31, 2021

Hi Giovann_G,

 

Thank you for showing the ropes.

 

I was wondering if there is a setting in respective reports which I need to show the COA#.

ie. I dont want the COA# displayed in the financial statements but I would like the COA# displayed in the GL or TB reports.  Is this doable?

 

Thank you.

@Giovann_G wrote:

Hi there, BSL_Ling.

 

I know how to remove the account number from your reports in QuickBooks Online.

 

The system will include the assigned account number in your report if you enable and use the account number in your chart of accounts. You can uncheck the Show account number box to ensure it doesn't appear in your report. I'll show you how to do it.

 

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Click Advanced.
  4. In the Chart of Accounts section, hit the Edit pencil icon.
  5. Uncheck the box Show account number.
  6. Once done, click Save, then Done.

 

For your reference, you can review this article for more insights: Use account numbers in your chart of accounts.

 

In addition, I've included the following resource to help you manage and organize your chart of accounts in QuickBooks Online:

 

 

 

Let me know if you need further assistance with a report or chart of accounts. We're always here to help you.

 

LieraMarie_A
LieraMarie_A
December 31, 2021

Hi there, @BSL_Ling.

 

Being able to display account numbers in respective reports would be great. In the meantime, you can mark the Show account number box from your settings when pulling up General Ledger or Trial Balance report. Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one. 

 

You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. 

 

Here's how:

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

 

For your reference, check out this link: How to Submit Feedback. 

 

We also share recent happenings and future developments, such as updates to newly added features. Head to this link: The Firm of the Future.

 

Drop me a line if you need more help with organizing your Chart of Accounts. I'd be happy to assist you. Thanks again for reaching us and have a great day.

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