Other questions
I have the steps to achieve your goal, co-88. I understand the impact of the default sort order on your work and the additional errors it causes. We value your time and take your concerns seriously.
In QuickBooks Online, the sort order can be changed to display transactions by other criteria, such as date or type. This functionality can be helpful if you prefer to view customer transactions in a different order or want to locate a specific transaction quickly.
The default arrangement of customer transactions is set by date, with the most recent transactions appearing first. Since you mentioned that it was displayed based on status, we can change the sorting method to display transactions chronologically.
To modify the default sort order of all your customer transactions, follow these steps:
- Hover over to the Sales menu. Click All Sales.
- In the Date field, you can select the specific period you want. Choose your preferred customer if necessary.
- Tick the Date dropdown. It is typically displayed as "Most recent" or "Oldest" to sort the transactions in ascending or descending order.
When you sign out, the system will remember your last order and automatically display it when you sign back in.
If you're referring to the list of transactions for a specific customer, here's how to modify the order.
- On the Sales page, click Customers.
- Press your preferred client and head to the Transaction List tab.
- Tick the Date to change the sort order.
We appreciate you expressing your concerns. Rest assured that our engineers will thoroughly review all your submitted feedback. You can track this through our QuickBooks Online Feature Requests website.
Moreover, you can generate reports to gain valuable insights into your business's financial performance and make informed decisions about allocating resources and planning for the future.
With these changes, your customer transactions will be sorted according to your preference, providing a comprehensive display of your sales history for easy navigation. We still have your back if you have further queries.
