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Are we able to print financial reports (Balance Sheet, Profit and Loss) in account number order every time, when QuickBooks automatically changes the account order?
When I print these reports, QuickBooks changes the order of the accounts based on whether or not they are zero in balance at the end of the month. The zero balance accounts end up at the bottom of my Profit and Loss report, for example. I want to print them in the same account number order every time.
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Account management
Printing financial reports, like the Balance Sheet and Profit and Loss, in a fixed account number order is not a built-in feature of QuickBooks Online (QBO), Officemanager18.
By default, QBO organizes accounts in reports based on factors such as account type, sub-account hierarchy, and whether the accounts have a zero balance. This dynamic behavior means the order of accounts may vary.
While QBO doesn't offer a built-in option to lock reports to your preferred account number order, you can export the reports to Excel and manually reorganize the data. This method allows you to re-sort the accounts by their numbers and customize the layout before printing.
Here’s how you can do it:
- Open the Balance Sheet and Profit and Loss reports.
- Click the Export icon at the top of each report.
- Select Export to Excel.
Once the file is open in Excel, you can proceed with the modifications using Excel’s built-in functions.
If you have any further questions or need assistance with other QuickBooks tasks, feel free to reply here or start a new post in the community forum.
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Account management
RE: By default, QBO organizes accounts in reports based on factors such as account type, sub-account hierarchy, and whether the accounts have a zero balance. This dynamic behavior means the order of accounts may vary.
That's terrible and exactly the wrong thing to do. What genius thought that was a good idea?