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tmtlawnmowing
Level 1

How do i list client transactions to be most recent on top of list and not the bottom of the transaction list

 
1 Comment
MichaelDL
Content Leader

How do i list client transactions to be most recent on top of list and not the bottom of the transaction list

Hello and welcome to the Community, @tmtlawnmowing.

 

I can help you get that client transaction list sorted right away, see the steps below:

 

Sorting the Client Transaction List

  1. From QuickBooks Online, navigate to the Sales tab and the Customers section.
  2. Select the client whose transactions you need to re-sort.
  3. Click the header of the Date ▲column to flip it so that the most recent transactions display first.

I'm including a brief video example of this process below:

 

Doing this will enable you to sort your client's transactions using whichever column you'd like. We also have an excellentguide on sorting lists in QBO that I'm sure you'll find helpful. Please let me know if there's anything else I can do for you. Thanks for dropping in, wishing you a successful year ahead.

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