Hi there, @JTWard.
We understand how important it is for you and your company to improve the reports in QuickBooks Online. I'm here to share some workaround.
This option is currently unavailable in QuickBooks Online. You can instead sort the data in ascending or descending order.
- Select Accounting from the sidebar menu, followed by Chart of Accounts.
- To sort the lists, click the Name, Type, Detail Type, Currency, QuickBooks Amount, and Bank Balance buttons.
- Choose whether to sort the registers in ascending or descending order.
Optionally, you can arrange your chart of accounts using the account number. If you want to allocate tasks to your accounts, you must first allow this feature. I'll demonstrate how:
- Navigate to the Gear icon, then to Account and Settings.
- Go to the Advanced tab.
- In the Chart of Accounts section, click the Edit pencil icon.
- Enable account numbers are selected.
- Then click Save and then Done.
I also added this article about categorizing your finances in QuickBooks Online.
These resources have been added to assist you in managing the Chart of Accounts (COA) in QBO. You can learn more by reading these:
Reach out to us again if you have further questions or need help in doing your work with QuickBooks. It's always our pleasure to help.
