---
title: "Quickbooks: Managing the Chart of Accounts"
description: 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.
---

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# Quickbooks: Managing the Chart of Accounts

## 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](https://help.cometrics.com/knowledge-base/new-participants-getting-started-with?hsLang=en). 

##### 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](https://quickbooks.intuit.com/learn-support/en-us) 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](https://quickbooks.intuit.com/learn-support/en-us/help-article/chart-accounts/learn-chart-accounts-quickbooks-online/L2yc6KBob_US_en_US?uid=lpr3nc31), including how to manage and customize your settings.

[Turn on and assign account numbers in Quickbooks online](https://quickbooks.intuit.com/learn-support/en-us/help-article/chart-accounts/use-account-numbers-chart-accounts/L7lRLN0Do_US_en_US)

##### Sometimes, you might have an inactive or duplicate account. See [how to merge or even make an account inactive](https://help.cometrics.com/knowledge-base/make-accounts-inactive-in-hubspot?hsLang=en) 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](https://quickbooks.intuit.com/learn-support/en-us/help-article/product-preferences/set-report-preferences/L3RJCV0b8_US_en_US?uid=lpr4h3jj). 

Are you new to managing your Chart of Accounts in Quickbooks Desktop? [Learn about the chart of accounts in QuickBooks Desktop](https://quickbooks.intuit.com/learn-support/en-us/help-article/chart-accounts/learn-chart-accounts-quickbooks/L5KDqxweR_US_en_US?uid=lpr3n7gm), 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](https://quickbooks.intuit.com/learn-support/en-us/help-article/chart-accounts/add-edit-delete-accounts-quickbooks-desktop/L5g0CLUta_US_en_US?uid=lpr47lnr) in your chart of accounts.  

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