Chart of Accounts - Sort, Balance, Review

zedzed Member Posts: 3

New user here, transitioning from Quickbooks Online.

In the Chart of Accounts, I'd like to be able to see all accounts and sort by ID. Presently, it appears I have to click each of the tabs (Assets, Liabilities, Income, etc), and the sub-sections are sorted alphabetically by name.

Also, I'd like to see the current balance for every account, plus a link to jump to view all transactions against the account.

The use case being -- I want to check out all transactions against my Opening Balance Equity account to make sure I've got everything. Or, quickly navigate to a depreciation account to see all of the depreciation entries created over the years.

I'm not an accountant by any means, but I am fairly technical, so I'd like the ability to set up the account numbers and just see one long list of all the accounts sorted by account id.

Thanks, beautiful UI. Happy to ditch QBO.

edited June 26, 2019 in Accounting Feature Ideas


  • zedzed Member Posts: 3

    I recognize that I can go to Reports and Account Balances, that's great. But, I'm specifically requesting these improvements to the Accounting -> Chart of Accounts page as I'm on that page quite frequently.

  • AlexLAlexL Administrator Posts: 2,869 admin

    Hi @zed . Thanks for this feature request. Your use case is particularly important here as this is what we use to help us prioritize the needs of our business owners. I understand exactly what you mean here and although you can access this from Reports, I understand your desire to have a quicker workflow in the system.

    edited April 25, 2019
  • zedzed Member Posts: 3

    Thanks @alexlewiszarkos glad I could help share.

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