Since the update I have been unable to sort invoices by due date.This is essential for meAny ideas how to do this now?

You can sort your invoices by due date in QuickBooks Online by adding a Due Date column in the Invoices section, @Catswhiskerssouthcambs.

Here's how:

1. Go to Sales, then select Invoices.
2. Click the Gear icon next to the ACTION caption, then check the box for Due date.
   

Once done, QuickBooks will automatically add a DUE DATE column in the Invoices section. Then, click on the DUE DATE once or twice to sort your invoices in either ascending or descending order.

In case you want to filter your invoices by due date, just run the Open Invoices or Invoice List reports along with the Filter option.

Here's how:

1. Go to Reports, then select Standard reports.
2. Enter Open Invoices or Invoice List in the Type report name here search box.
3. Use the Filter icon to filter the report by Due date.
   

Additionally, to guide you with receiving invoice payments, check out this content: Record invoice payments in QuickBooks.

If you have any further questions about managing your invoices, feel free to leave a comment in the Community.

This is great thanks so much for your help..  I can now do this on the website but still struggling on sorting this out in the app? Should it do this automatically now?

I'm glad to hear that you've been able to sort invoices by due date on the website, @Catswhiskerssouthcambs. I understand the challenges with the mobile app after the updates, and I'm here to clarify and guide you to reset the app's data to troubleshoot this.

Yes, you can sort invoices by due date on both the website and the app. While you can set the Due Date as a default on the website, please note that in the app, you'll need to apply this filter manually. Here's how to do it:

1. Navigate to Menu, then Invoices.
2. Click the Ellipsis icon, then Sort by.
3. Select Due Date.

If you've attempted sorting the invoice transactions but the option isn't appearing or isn't working correctly, let's clear the app's data. This process resets the system and eliminates old files that could be affecting performance.

If you're using iOS, follow the steps below:

1. Go to Settings, then tap General.
2. Tap iPhone Storage, then select the QuickBooks Online app.
3. Tap Offload App. It will free up the storage without deleting your app's documents and data.
   
   

Otherwise, refer to this instruction for Android:

1. Go to Menu ☰, then select More Options.
2. Tap Settings, and click Refresh Data.
   
   
3. Tap YES to confirm.

Once refreshed, restart your device and log back into your QuickBooks app account to see if you can do so without issues. If the issue persists, please uninstall and reinstall the application to ensure it is updated.

In addition to these steps, I encourage you to use both the website and mobile web versions for your invoicing needs, as this offers different functionalities that suit your workflow best.

When your customer pays an invoice, remember to record that payment to link it back to the invoice, keeping your accounts balanced.

I hope this information helps you sort your transactions. If you experience any difficulties with these steps or have further questions about managing your invoices, please don’t hesitate to reach out. I'm here to support you in maintaining accurate financial records.

After doiing all of that (twice) these are the options I have...

Date

Amount

Customer name

Status

Invoice number

I really need this to work on the app.. i rarely use the desktop site as I am mobile and although invoices are generated in different dates people are booking services so book months in advance. 

The inability to sort bu due days is actually making life very difficult.

How else can I get help to fix this please?

I appreciate you followed the troubleshooting steps provided by my colleague above, Catswhiskerssouthcambs.

Since you mentioned that the option to sort invoices by due date has disappeared after the recent update, I recommend reaching out to our phone support team to confirm this issue. They have the tools and expertise necessary to investigate the matter thoroughly and provide you with an appropriate resolution.

To get started, please log in to your QuickBooks Online (QBO) account using a web browser and follow the steps below:

1. Click on the Help (?) icon located in the top right corner.
2. Select the Search tab.
3. Select Contact Us and choose a topic to connect with the right expert.
4. After making your selection, you can decide on your preferred method of communication, either through Callback or Chat.

In the meantime, we suggest sorting your invoices in QuickBooks Online (QBO) through a web browser, as this can help you organize your invoices more efficiently. Feel free to refer to the instructions provided by my colleague above @EduardA.

Once you receive a payment from your customer, you can now record it QBO to ensure your account balance remains accurate. You can visit this article for detailed guidance: Record invoice payments in QuickBooks.

If you have any further questions or topics you would like to explore, please don’t hesitate to comment below. The Community team is here to ready to assist anytime you want.