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JoeScout
Level 1

I need to sort my bank (on balance sheet) by the amount, but it always defaults to cheque expense only, so other posts do not go in order?? How do i sort by amount only?

 
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Best answer June 21, 2019

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SarahannC
Moderator

I need to sort my bank (on balance sheet) by the amount, but it always defaults to cheque expense only, so other posts do not go in order?? How do i sort by amount only?

Hi there, JasonChiles.

 

In the Balance Sheet report, there's no option to sort it by the amount. You can filter this by exporting the report to Excel. To export this, just click the Drop-down arrow beside the mini Gear icon.

 

I've attached a screenshot below:

k.PNG

 

You might want to visit this article: FAQ: Basic troubleshooting for balance sheets.

 

Just hit the reply button if you have additional questions.

View solution in original post

1 Comment 1
SarahannC
Moderator

I need to sort my bank (on balance sheet) by the amount, but it always defaults to cheque expense only, so other posts do not go in order?? How do i sort by amount only?

Hi there, JasonChiles.

 

In the Balance Sheet report, there's no option to sort it by the amount. You can filter this by exporting the report to Excel. To export this, just click the Drop-down arrow beside the mini Gear icon.

 

I've attached a screenshot below:

k.PNG

 

You might want to visit this article: FAQ: Basic troubleshooting for balance sheets.

 

Just hit the reply button if you have additional questions.

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