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Replying to:
drefl
Level 4

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Your reply makes no sense.

 

You state.....If the Service Date is added, this sorts the items form the oldest to the latest date....THIS IS THE PROBLEM!!!

 

You are not understanding that the above you state is the problem.  WE NEED A WAY TO RE-SORT INVOICES TO SORT BY "SERVICE ITEM NAME" FIRST AND NOT BY DATE.  QBO SHOULD SIMPLY BE ABLE TO CREATE A SORT FILTER TO ALLOW A USER TO SORT BY SERVICE ITEM NAME WHEN THEY HAVE BUILT THEIR INVOICE BEFORE THEY SAVE IT.  OR ADD THIS OPTION TO THE TEMPLATE CREATION FEATURE TO BE ABLE TO HAVE TEMPLE SORT BY "SERVICE ITEM NAME"..   It is frustrating that this basic need can't be simply understood and fixed.  Its as if QBO cannot conceive of a need to sort by anything else but by date!!.    Currently one has to manually drag around sometimes hundreds of rows when creating an invoice as QBO will sort by date when one needs to show daily line items, one what one needs to have "service items" grouped first and then sorted with thein the grouped service items by date second. THIS IS A BASIC NEED AND SHOULD BE ABLE TO BE EASILY UNDERSTOOD.

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