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May 13, 2024
Question

How to resort chart of accounts for qboThere is no resort button

  • May 13, 2024
  • 1 reply
  • 0 views
Somehow my chart of account is listed with no particular order. It was fine but somehow got out of original listing
Now the first one listed is Vehicle not 
bank account

1 reply

May 13, 2024

Hi there, braddy. I can help you how to sort the list in your Chart of accounts in QuickBooks Online.

 

The option to re-sort your COA in QBO is not applicable. Instead, you can sort the list in ascending or descending order.

 

Here's how:

 

  1. Go to the Gear icon, then select Chart of accounts.
  2. To sort your lists, click the NAME, ACCOUNT TYPE, DETAIL TYPE, QUICKBOOKS BALANCE, and BANK BALANCE.
  3. Click the arrow facing downward ↓ to sort it in descending or upward ↑ to ascending order.

 

You can also organize your COA in QBO by using the account numbers. You'll need to enable this feature first to assign a number to your accounts.

 

Here's how:

 

  1. Go to the Gear icon, then select Account and settings.
  2. Click the Advanced tab.
  3. On the Chart of accounts field, turn On the Enable account numbers.
  4. Select Done.

 

For detailed steps and instructions, refer to this article: Use account numbers in your chart of accounts in QBO

 

Once everything is set, you can check this article to learn how to reconcile your account in QBO: Reconcile an account in QuickBooks Online

 

Feel free to post in the Community if you still have concerns about managing your COA in QBO. I'm always here to help.