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steve105
January 5, 2020
Question

How do I manually rearrage the COA in QB Online. Not sort, but manually rearrange.

  • January 5, 2020
  • 5 replies
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Original commenter did not share additional details

    5 replies

    KlentB
    KlentB
    January 5, 2020

    Hey there, steve105.

     

    Currently, the option to arrange the list in the Chart of Accounts manually is unavailable in QuickBooks Online. 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 Chart of Accounts. This will help keep your records organized.

     

    Reach out to us again if you have further questions or need help in doing your work with QuickBooks. It's always our pleasure to help. 

    BigRedConsulting
    BigRedConsulting
    January 6, 2020

    @KlentB 

    RE: Currently, the option to arrange the registers in the Chart of Accounts manually is unavailable in QuickBooks Online. We can only sort the registers in ascending and descending order.

     

    The chart of accounts is not a register.  It's a list.

     

    Pity there is no user-sort option to put the accounts in the desired order. Desktop has had this for about three decades (since before the internet.)

      A
      AhnieM
      July 20, 2020

      It is absolutely ridiculous that QB Online doesn't allow a user to reorder their chart of accounts. The current display has no rhyme or reason.  

       

      Are we able to sort the chart of accounts by using account numbers that can be rearranged by desired view order?

        B
        bsandmore
        April 18, 2021

        I don't appreciate the chart of accounts with QBO.  So many useless accounts that real accounting professionals do not use.  

         

        And Generic accounts  - office supplies and software - really???  They are two separate accounts and should not be together.  It would be wise to hire some accounting professionals to help with some this online program.

          J
          JMBaker
          April 22, 2021

          I am very disheartened to discover that I cannot manually re-arrange/re-order my COA to show on my financials the way management would like to see them. The available options are not suitable for all situations. Can this be escalated to a product enhancement that will be available ASAP?

          Thank you,

            M
            MadelynC
            April 22, 2021

            This isn’t the impression we want to leave with you and for the rest of the users who need this feature, @JMBaker.


            The Community recognizes feedback and product suggestions to make the program better. You can send this idea through your QuickBooks Online company file so our developers could take action to help improve your experience. 


            Here’s how:

             

            1. Go to the Gear icon, then select Feedback.
            2. Enter your suggestions, then select Next.
            3. You'll be provided a list of suggested Help articles related to your comment. You can select Skip and send message.
            4. From the drop-down, choose the appropriate category, then press Send message.


            You can track feature requests through the QuickBooks Online Feature Requests website.


            You can also visit our blog site, where all the latest news and product updates like features, apps, and future enhancements are posted.


            I’ve added these resources to help you manage the Chart of Accounts (COA) in QBO. You can read them to learn more:

             


            I’ll be here any time if you have other concerns besides COA. Always take care!

            M
            morlesg
            May 7, 2021

            And never once has Intuit listened to customer feedback!

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              seabird37
              February 23, 2022

              Have to chime in just to keep thread going. It's 2022. The feedback on manually being able to reorder accounts is here. We should not need to fill out more forms to request a basic feature that has been part of QB for at least 20+ years. incredibly disappointing.

                BigRedConsulting
                BigRedConsulting
                March 3, 2022
                @seabird37 wrote:

                incredibly disappointing.

                 

                An apt description of QuickBooks Online! You'll probably find that you'll be regularly disappointed.

                M
                Mad Beach Guy
                June 14, 2022

                I've been a QuickBooks desk top user since day one.

                The ability to re-order accounts on financial reports is a basic function in accounting systems.

                QBO needs this function.

                If rearranging the chart of accounts sequence is not possible because of internal structures, then QBO should provide an improved report definition function.

                 

                Bob B

                CPA

                  L
                  lunatunes
                  January 4, 2024

                  Directing your customers to go to feedback with their suggestions isn't how you make your software better.
                  Quickbooks themselves should be proactive in searching the forums etc to find what changes need to be made and to hear what it's users are saying. Most users are not going to go into quickbooks and click on feedback to voice their concerns. They will do it on the forums. So if you want to improve Quickbooks that is what you need to do!

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