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March 1, 2022
Question

Arrange Profit and Loss Report

  • March 1, 2022
  • 9 replies
  • 56 views

Hi! I resorted the chart of accounts so that expenses on the profit and loss report would show up in alphabetical order in QB Desktop 2020. But, now the income section is also in alphabetical order which I do not want. For example, I want Services to be first, not Rental Income. How can I rearrange the order for just the income section? Thanks in advance.

9 replies

March 1, 2022

Thank you for reaching out to the Community, @afnjlawbk. I’ll share some information about customizing reports in QuickBooks Desktop (QBDT).

 

QuickBooks Desktop comes with a number of built-in financial reports that provide you multiple perspectives on your company's performance. Furthermore, you can tailor these reports to your company's specific requirements.

 

The option to arrange transactions in alphabetical order specific to the income section is unavailable. Therefore, I suggest you export the transactions into excel file. From there you can do the modification by arranging them according to your preferences.

 

Once done, you can refer to this article on how you can import your transaction back into your QuickBooks Desktop account. Also, the article contains the following lists and transactions that you can import to your account: Import and export data in QuickBooks Desktop.

 

Feel free to leave a comment below if you need further assistance with reports. I’ll be around the corner to assist you. Stay safe!

BigRedConsulting
Level 15
March 2, 2022

@1762156 

RE: The option to arrange transactions in alphabetical order specific to the income section is unavailable. Therefore, I suggest you export the transactions into excel file.

 

The OP didn't ask about rearranging transactions. Did you even read the question?

 

RE: Once done, you can refer to this article on how you can import your transaction back into your QuickBooks Desktop account. 

 

The OP didn't ask about importing transactions. Did you even read the question? And, in any case, why would someone want to import a transaction that already exists in QuickBooks?

 

BigRedConsulting
Level 15
March 2, 2022

@afnjlawbk wrote:

How can I rearrange the order for just the income section? Thanks in advance.


 

You can drag them around as you see fit on the chart of accounts. This will return the list to a custom sort order and after that each time you add a new account to your chart of accounts it'll appear at the top of the group of accounts for that account type. However, you can manually move any new accounts as well and put them in the desired alpha position (except for your income accounts.)

New Member
August 10, 2026

My reports were custome reports I have saved and August 10 my classes are alphabetical instead of sub classes under classes. I did not change anything on my end. Also one of my classes had an "A." Added in front of it that No one had changed it was done by QBs. I do I get my reports by class categorized the were before by class and subclasses next to that and NOT alphabetically. 

New Member
August 10, 2026

I need my report to total by classes. Customization filters or conditions allows this but is not presenting the classes grouped together only alphabetically. So frustrating. Spent an hour trying to change this.

QuickBooks Team
August 10, 2026

To help clarify what might be happening with your report, could you please share a bit more detail on what you meant by adding an "A" along with a screenshot?

 

How your classes display depends on the specific report you are running. If you filter or Sort By class, QuickBooks will typically sort them alphabetically. To pull a total by class that includes your subclasses, open the Transaction Detail by Account report and change the Total By filter dropdown to Class.

 

Since your class list is behaving unusually or not reflecting changes properly, you can try running a Re-sort List on your Class List to troubleshoot.

 

Please don't hesitate to reply below with any additional information or clarification. We'll respond to you promptly.