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Managing the Chart of Accounts: QuickBooks

Sometimes, Trial Balance reports don't have all the right information. If you are a Quickbooks user, this is often related to your Chart of Accounts settings.

Participation in a CoMetrics Trial Balance program requires submitting Trial Balance files, exported from your accounting system. More details about the report format and requirements are here - Get started: Quarterly Benchmarking. 

We require account numbers to participate successfully in our Trial Balance program.
Below are links to helpful information about working with your Chart of Accounts.

We recommend the Quickbooks Support site as the best source of information for using your Quickbooks software. 

As always, we suggest you consult your CPA when making changes that may impact your financial reporting.


For Quickbooks Online users: 

Learn about the chart of accounts, including how to manage and customize your settings.

Turn on and assign account numbers in Quickbooks online

Sometimes, you might have an inactive or duplicate account. See how to merge or even make an account inactive on your chart of accounts in QuickBooks Online.

For Quickbooks Desktop users: 

If you are a QuickBooks Desktop user, you may use account numbers, but find they do not show up in reports.Check the settings in your report preferences. 

Are you new to managing your Chart of Accounts in Quickbooks Desktop? Learn about the chart of accounts in QuickBooks Desktop, including how to manage your settings and customize your Chart of Accounts. 

Sometimes, you may need to change your accounts in QuickBooks Desktop. Learn how to add, edit, deactivate or delete accounts in your chart of accounts.