Every week I have been creating a customer.xls sheet from SALES, Invoices which lists the customer, contact info, number of invoices outstanding (unpaid) and the total amount due (owing).
However, this morning when I tried to do this, the number of invoices outstanding no longer appears on the spreadsheet. Have I missed something? This is an important feature for us (milkround with lots of small invoices). Just having the amount outstanding does to allow us to see if anyone is falling behind. Being able to see the number of invoices is essential.
Also, on Banking. What has happened to the columns / listing? The date column is huge and the Category column (most important) is small and needs manually adjusting. BUT every time you move away from the screen it goes back to these new defaults. Time wasting & frustrating to now have to keep adjusting the column sizes.
Finally, on Banking - the transaction amounts for review used to be listed in order of amount size. Easy to go through. Now there appears to be no rhyme nor reason to how they are listed. Please put it back to how it was.
I have sorted the first point - I go to customer and overdue and number of outstanding invoices is listed - sorry - I missed this.
The other banking issues remain a problem - can you sort them quickbooks? Thanks!
Hello ABC271, Regarding the columns, if you are meaning on the banking page itself you can adjust the column length by hovering over the line and moving it. If you are finding it is not showing correctly can we ask you to clear the cache and cookies(making sure to select a date range of all time), then close the browser re-open, and navigate back to that section is it still the same? If so which browser are you using? For the amounts, you can click on the word money received or money spent and it will change the order to in money order, you may need to click on that twice. let us know how you get on.
Thank you for your reply.
I am using Safari. Unfortunately, your suggestion did not work.
On Banking. If I click on money received, yes, it lists all the money in amount order but it is no longer in date order. Previously it was in date and then amount order.
Whenever I navigate away from the banking page, the columns revert to the large date and small category column and require further adjustment.
What's good about the banking page is that it has the flexibility of how you want the information to show, ABC271.
The flexibility of the page when providing the information is one of the factors that most users like about QuickBooks Online (QBO). Though you'll have to adjust the page every time you access it, you'll just have to click each column on how you want it to show, either in chronological or alphabetical order.
I've attached screenshots so you can see them visually:
Please go through these banking help articles in case you have questions that you'd like to clear up.
You can always drop a comment below if you have any other concerns. Please know we're always right here to help so feel free to ask anything.
Thank you for your reply. Logging onto QB today and Banking has reverted to listing the transaction amounts by the size of the payments - this is great - I hope it stays that way!
However, you reply doesn't answer the other part of my question.
Why, as in your screenshot below have QB changed the display so there's a much larger (unnecessarily so) "date" column and you have reduced the size of the (essential) "Category " column. As I explained above. I can alter the size of these columns so I can see the information I need in the Category column, but every time I navigate away from Banking, I have to resize the column. It's a waste of time and really annoying. Please can you shrink the date column and increase the Category column to how it used to be - so I don't have to change it every time? Please!!!