Shania_C
QuickBooks Team

Other questions

Hello there, @co-88.

 

Allow me to provide valuable insights to help you change the sort order to date instead of status and set it as default in the QuickBooks Online Desktop App.

 

The steps provided by my colleague above should help settle the issue. Since you still encounter the same even after trying the given steps, let's do some basic troubleshooting to resolve this issue.

 

To begin, if you haven't updated your application I recommend doing so, this ensures that you can download fixes for features that are not functioning as intended or obtain minor application enhancements and compatibility.

 

If you are using the QuickBooks app on your Windows/Mac desktop you can also try resetting your app data, you may follow the steps below to clear your QuickBooks app's cache:

 

  1. Open your QuickBooks Online Account
  2. Click the Help menu.
  3. Then select Reset App Data.

 

At the moment, you can temporarily use the web browser to access your account for a smooth workflow.

 

Additionally, here are some future articles you can check to learn about running customer reports and customizing them. Also, learn how to download and use the QuickBooks Online desktop app and add shortcuts or icons to your desktop:

 

 

Fill me in if you need more guidance about handling your customers in the QBO Desktop App. I'm always ready to back you up, @co-88. Take the best care!