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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
VivienJ
QuickBooks Team

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It's great to have you again here in the Community, fpbinvestor123.

 

Thanks for sharing detailed information and example on how you want to run the Account Quickreport in QuickBooks Online. Allow me to provide some insight about this and guide you through. 

 

The option to automatically sort this report by amount is currently unavailable. As a workaround, you'll want to place the amount column in the first part, then sort it by descending or ascending order. 

 

Here's how:

  1. Go to Accounting in the left panel, choose Chart of Accounts
  2. Locate the account you need, then select Run Report from the View Register drop-down.
  3. In the Report period fields, enter the dates you want. 
  4. Click the Customize button and expand the Rows/Columns section. 
  5. Select the Change columns link. 
  6. Under the Select and reorder columns section, drag the Amount box to the top by pressing and holding the 9-dotted square
  7. Click Run Report (see screenshot 1 below). 
  8. When your back in the Account QuickReport page, choose the Sort arrow and pick Ascending or Descending (see screenshot 2). 

 

We recognize that each company has unique needs and I can see how having the ability to sort reports by amount would empower your business. I'll prepare a feedback statement to send to our product engineers.

 

You can also let your voice be heard by sending it directly to them as a suggestion. This way, they'll be aware of the changes we both want to see in the future. 

 

To submit yours, just go to the Gear icon, then select Send Feedback Online

 

Don't hesitate to let me know if you have other questions in mind. Have a great day!

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