Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Get 50% OFF QuickBooks for 3 months*
Buy nowHi there, jstraub.
The steps provided by my colleague, RenjolynC, are for QuickBooks Desktop. If you'd like to have a hierarchical view your Chart of Accounts in QuickBooks Online, currently there isn't a feature which makes that possible.
I can certainly understand how this could be useful for yourself/others and have submitted a feature request about it to our Product Development Team so it can be considered in future updates.
As a workaround, you can use your Account List report and customize it in Excel.
Here's how:
Once you've produced it, you'll be able to export a copy as an Excel Spreadsheet (XMLS) file by clicking your Export icon, then selecting Export to Excel.
Now you can arrange the order and sequence of your accounts on the report hierarchically. If you're missing data when viewing it in Excel, it's because protected view is active. You'll need to turn on Enable Editing to view all details.
I've included a couple resources with more information about customizing reports and exporting them as XMLS files that may come in handy moving forward:
Please feel more than welcome to reach out anytime if there's additional questions. Have a lovely day!