Kevin_C
Moderator

Account management

Hello there.

 

Thanks for chiming in on this thread. I'd like to provide some insights about reordering rows/columns in QuickBooks Online (QBO).

 

If you're pulling up a report like Profit and Loss, you can click the Sort button and select one of the following options:

 

  • Default
  • Total in ascending order
  • Total in Descending order

 

 

However, please keep in mind that some reports don't have this Sort button. That said, you'll want to export the report to Excel instead. This way, you can move and reorder individual rows in a report since that's unavailable within the program. Here's how you can export them:

 

  1. From the left navigation pane, select the Reports menu.
  2. Look for the report you want to pull up.
  3. Click the Export icon located at the top of the report. Then, select Export to Excel.
  4. Save the file to your device where you can easily locate it.

 

While this option is unavailable, you can send this request to our Product Development Team to help improve your experience. They can consider your recommendations and make the required corrections in future updates. Let me show you how:

 

  1. Go to the Gear icon, then select Feedback.
  2. Enter your comments or product suggestions.
  3. Then click the Next button to submit.

 

Additionally, you can modify your reports in QuickBooks to show the correct data for each company. I've attached the article you can use to make changes to the filters and other information: Customize reports in QuickBooks Online.

 

Please let me know if there is any other way I can help you use QuickBooks the way your firm needs it. I'm always around to provide answers and clarifications to your questions. Keep safe!