Skip to main content
lisavout
Dec 11, 2018 4:43 AM UTC
Solved

How do i change the order of the accounts on the financial statements?

the accounts on the financial are not sorted numerically how do i change?

qbteachmt
qbteachmtAnswer
Dec 11, 2018 4:43 AM UTC

You can put them in order as long as First sequence is Account Type.

Open the chart of accounts and use View menu > Re-Sort List. For any List in QB, if a report seems out of sequence, Re-Sort the underlying list.

View in thread

23 replies

qbteachmt
qbteachmtAnswer
Dec 11, 2018 4:43 AM UTC

You can put them in order as long as First sequence is Account Type.

Open the chart of accounts and use View menu > Re-Sort List. For any List in QB, if a report seems out of sequence, Re-Sort the underlying list.

    123146398773134
    Nov 21, 2021 7:31 PM UTC

    for god sake 

    the chart of accounts is NOT the financial statements 

    how do you get reports ie financial statement in the world wide standard order of 

    fixed assets

    currents 

    current 

    liabilities

     Capital 

      chi41
      Dec 7, 2021 5:22 AM UTC

      The answer provided above by @KlentB is correct and will address your issue.

       

      I assigned account numbers in COA and voila, when I went back to my financial statements, they were now ordered in the numeric order I had assigned. I didn't need to assign each and every account. They first follow nesting rules, and at the same nesting level they sort by the account number.

      qbteachmt
      qbteachmt
      Dec 11, 2018 4:43 AM UTC

      "The order in each section is the same as the order on the Chart of Accounts.  This is basic stuff..."

      If someone clicked on one of the columns while viewing the chart of accounts, they have a Sorted view, which might confuse them from the Report's sequence. For instance, you can Click on Account Number to put them in # sequence for the chart of accounts, but Financial Reports are by Type.

      When you see a large diamond to the left of Name, in the Title of the columns, click on the large diamond to make it go away; it indicates someone clicked on a column selectively. That specific column will show a little up or down arrow, indicating it is the Sorted By column for this list view.

      This is Basic List Management for QB desktop.


      Anonymous
      Dec 11, 2018 4:43 AM UTC
      RE: they have a Sorted view, which might confuse them

      Yes, confuse a customer, but not an Intuit rep who should know how lists work.
      Anonymous
      Dec 11, 2018 4:43 AM UTC

      Hi lisavout!

      Thanks for posting!

      It is not possible to change the order of the accounts on the financial statements. This is a good suggestion to be sent to our developers. Just click the Help menu, and select Submit Feedback Online. However, you can rearrange them according to their account numbers. Just click the View menu, and click Re-Sort List. 

      Please feel free to tell us if you have any questions.

        Anonymous
        Dec 11, 2018 4:43 AM UTC
        The order in each section is the same as the order on the Chart of Accounts and is very possible to change.  This is basic QB behavior.
          btautimer
          May 21, 2019 10:57 PM UTC

          Check out the article, Understand QuickBooks Chart of Accounts. It thoroughly explains the COA and includes sections on hiding or showing accounts, adding account numbers and re-arranging.

          gwm2004
          Feb 26, 2021 6:33 PM UTC

          If I assign account numbers in the Chart of Accounts when I run a Balance Sheet or Profit and Loss Report will the account order match how the account numbers are set up? I only see an option to sort default (Alphabetically) or by total $ amount. Ideally I would like the reports to run in the same order as how the account numbers are set up in the chart of accounts.  

          Angelyn_T
          Angelyn_T
          Feb 26, 2021 7:11 PM UTC

          Thank you for joining the thread, @gwm2004.

           

          I can share with you some information about how account numbers work with your reports.

           

          Yes, the sequence of the accounts from the Chart of Accounts will be identical to your reports. To get an accurate result, I recommend resorting list before comparing the arrangements of the accounts.

           

          Here's how:

           

          1. From the Chart of Accounts window, go to the View tab.
          2. Click on Re-sort List.
          3. Hit OK.

           

          Once done, review the arrangement of the accounts. Then, compare it to your reports. I've added these screenshots for your visual references.

           

          For additional references about running and customizing reports in QuickBooks Desktop, you can open this article: Understand reports.

           

          Moreover, you can check out the topics from our help articles for more tips while working with QuickBooks in the future. Here's the link: Find QuickBooks help articles, Community discussions with other QuickBooks users, video tutorials, and more for QBDT.

           

          If you're using QuickBooks Online, you can review these links:

           

           

          If you have any follow-up questions with your accounts or reports, please let me know by adding a comment below. I'm more than happy to help. Have a good one!

          Terms & ConditionsAccessibility statement