Re-Sort QuickBooks Chart of Accounts List
The Chart of Accounts in itself is a list of the assets, liabilities, equity, income and expense accounts to which you assign the daily transactions.
Chart of Accounts List is amongst the several methods available to track and report your accounting data to review your business ’s financial position. It is pretty easy to set up a Chart of Accounts on the hand what is difficult at times is efficiently managing the available list types in it.
COA list is a critical list in QuickBooks as it keeps your financial information organized. It enables timely recording of the financial transactions keeping the records up to date. Let’s view how to re-sort this critical list
Steps to Re-Sort in Windows
- Go to the Lists menu
- select the list that you want to re-sort (Chart of Accounts, Item List, etc.)
- Select the Include Inactive checkbox (Note: the box will gray out in case there are no inactive accounts)
- In the List (Account/Item) drop-down- select Re-sort List.
- Click OK on the prompt that says you want to return to the original order
Steps to Re-Sort in MAC
- Go to Lists
- Click Chart of Accounts.
- Ensure All Accounts option (or Include Inactive in the earlier versions) is selected at the bottom of the list.
- Go to Edit
- Choose Re-sort List
- Click OK on the prompt that says you want to return to the original order
Disclaimer: This list can be re-sorted pretty quickly. However, do keep in mind that QuickBooks re-sorts lists picking the first three digits of the item or Account number. Therefore, in case you have multiple accounts or items listed the COA or Item list might be out of order numerically.
If you seek more information on any of the steps above, reach us at QuickBooks Tech Help Phone Number +1-855-365-6O12.
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