Profit & Loss - inconsistent account order
under review
J
Julia Scott
The modern reports in QuickBooks Online prioritize "active" accounts. If the report includes comparisons such as Year-To-Date or Prior Period, the accounts do not remain in a consistent order (within the account type).
I was told in chat support yesterday that this is how the program is designed and intended to operate...
Reorders accounts based on activity
Pushes zero-current-period accounts down
Makes the income statement shift month to month
That clashes with standard financial reporting practice.
What’s going wrong
QuickBooks “modern view” is trying to be helpful by:
Emphasizing accounts with current activity
De-emphasizing inactive ones
But the downside is:
Your chart of accounts order gets ignored
Your financials lose consistency, which is not ideal under Generally Accepted Accounting Principles.
THIS IS MAKING THE SOFTWARE NOT SUITABLE FOR USE.
Manually rearranging in Excel is time consuming and vulnerable to human error. I shouldn't have to be a computer programmer or pay thousands for customized add-ons for reports to generate in an acceptable way.
J
Julia Scott
Uhhg. My formatting was lost when submitting, but y'all get the idea (I hope)
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under review