Glad you came here, userjmem4g. I can walk you through the steps of arranging the order of rows and columns of your reports in QuickBooks Online (QBO). Here's how you do it: Choose a report from the Reports tab and open it. (In the screenshot, I run the Profit and Loss report).Click the Customize option.Scroll down to Rows/Columns. Under Select and reorder columns, check the boxes for the rows and columns you want to include in the report.Change the order of the rows/columns by hovering your mouse to one of them and dragging it up or down.Select Run report.Here's an article made handy about modifying columns on the report: Customize and modify columns on reports. I also have some additional articles about managing a wide range of reports in QBO:Run reports in QuickBooks OnlineMemorize reports in QuickBooks OnlineTo help you with future tasks and tips when using QBO, you might want to visit our Help Articles. Get back to me if you need help with something else. I'd be happy to assist. Enjoy the rest of the day!

Question

I simply want to change the order of the rows and the columns of the reports. How do I move them?

Forum|Forum|5 years ago
September 23, 2020
2 replies
74 views

No text available

QuickBooks Online

C

Charies_M

Level 9

Glad you came here, userjmem4g.

I can walk you through the steps of arranging the order of rows and columns of your reports in QuickBooks Online (QBO).

Here's how you do it:

Choose a report from the Reports tab and open it. (In the screenshot, I run the Profit and Loss report).
Click the Customize option.
Scroll down to Rows/Columns. Under Select and reorder columns, check the boxes for the rows and columns you want to include in the report.
Change the order of the rows/columns by hovering your mouse to one of them and dragging it up or down.
Select Run report.

Here's an article made handy about modifying columns on the report: Customize and modify columns on reports.

I also have some additional articles about managing a wide range of reports in QBO:

To help you with future tasks and tips when using QBO, you might want to visit our Help Articles.

Get back to me if you need help with something else. I'd be happy to assist. Enjoy the rest of the day!

U

userjmem4gAuthor

this did not help at all

on my balance Sheet I have 4 checking accounts >> docks, picnic, POA, social

QB has them in alpha order and I want them differently - I just want to change the order of the rows, nothing else

same is true on my income statement >> I want to reorder my columns and also my rows

QB seems 'stuck' on an alpha approach

Jen_D

Level 8

Thanks for getting back to us, @userjmem4g,

I can share some more information about the Balance Sheet report in QuickBooks Online. The default sorting of the accounts shown on the report is set alphabetically, which is what you're seeing.

The option to rearrange the order of the rows or columns is currently unavailable at the moment. However, you can do this by exporting the report into a worksheet to get the sorting you need. Just click the Export icon to transfer the information in Excel.

See this:

To learn more about our reports, I've added a few related articles to help you:

Your suggestion is also a good feedback we can share to our developers in the meantime. If you have any other questions about QuickBooks or need further help with this topic, feel free to connect with me again. Have a good one!

W

what-happened-to-my-control

SO 5 YEARS LATER THE OPTION TO RUN A REPORT BY ACCOUNT NUMBER IS STILL NOT AVAILABLE. WHO USES ALPHA SORTING IN 2025. WHY WOULD WE GO TO THE BOTHER OF CORRECTLY USING ACCOUNT NUMBERS IF THEY ARE NOT BEING USED BY THE SOFTWARE?

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