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arkvalleyinfo
Dec 11, 2018 1:26 AM UTC
Solved

How do I manually rearrange the chart of accounts? ( Not sort)

As I recall, the original COA list at setup (several versions ago) had a layout pretty much like the Balance Sheet, followed by income and expense accounts.  I sorted it and now cannot get it back to the original layout.  Is there a way to manually move accounts?

arkvalleyinfoAnswer
Dec 11, 2018 1:26 AM UTC

Go to List > Chart of account >   click & hold on the diamond next to the account name.  Then move the account to the desired location

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36 replies

arkvalleyinfoAuthorAnswer
Dec 11, 2018 1:26 AM UTC

Go to List > Chart of account >   click & hold on the diamond next to the account name.  Then move the account to the desired location

    arkvalleyinfoAuthor
    Dec 11, 2018 1:26 AM UTC
    I see no "diamond"
      violameme
      Jan 21, 2019 11:23 AM UTC
      @arkvalleyinfo wrote:

      As I recall, the original COA list at setup (several versions ago) had a layout pretty much like the Balance Sheet, followed by income and expense accounts.  I sorted it and now cannot get it back to the original layout.  Is there a way to manually move accounts?

       

      MaryGraceS
      Jan 21, 2019 9:45 PM UTC

      Hi there, everyone.

       

      Thank you for posting in the Community. I'd be happy to help share another option to rearrange the Chart of Accounts manually.

       

      Here's how:

      1. At the top menu, select Lists.
      2. Select Chart of Accounts.
      3. Highlight the account you want to move.
      4. Using the left mouse button, press and hold the account and drag it to the desired place. 

      For additional reference, I'm also including the articles below: 

      If you need to reach out for more help, feel free to contact our phone support. They have the tools to get this resolved in no time.

       

      Here's how:

      1. Go to https://help.quickbooks.intuit.com/en_US/contact
      2. At the top right, select your QuickBooks version.
      3. Select a topic.
      4. Click on the Get Phone Number button.

      That should take care of it. 

       

      Drop me a reply below if you have any other questions about rearranging accounts in QuickBooks for Mac. I'll be happy to help you out. 

      In_and_Out
      May 19, 2020 10:51 PM UTC

      I tried going to COA using the diamond & moving it up but than I get "you cannot move the list element while the list is the the "Flat" mode??? I just installed 2020 Desk Top Pro

      salehaambrin
      Nov 11, 2021 7:21 AM UTC

      Getting the following error

      You can not move the list element while the list in flat mode

      LieraMarie_A
      LieraMarie_A
      Nov 11, 2021 8:31 AM UTC

      Don't sweat it, @salehaambrin. I'm here to help you reorder your list.

       

      You'll get the error message when trying to reorder your accounts in a flat view. You'll have to switch to the Hierarchical View option. This way, you can move or drag a list element. 

       

      Here's how:

      1. Go to the Lists menu and then select Chart of Accounts.
      2. Below the chart of accounts window, click the Account button.
      3. Select Hierarchical View.
      4. Click Yes to confirm.

       

      I've also got some helpful articles that will help you organize your accounts:

       

      I'm just a reply away if you need any further assistance in managing your accounts. Wishing you and your business continued success.

      awecaw
      Mar 4, 2022 10:53 PM UTC

      all well and good EXCEPT the drag feature doesn't work half the time. I sit and click the diamond and move it up or down and nothing. I would like my accounts to be ordered by number but no such luck with not being able to drag....what is going on?

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