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Sort your saved transactions

by Intuit• Updated 2 weeks ago

Learn how to sort transactions by details in your customer, vendor, and banking transaction windows in QuickBooks Desktop for Mac.

You can now find and organize specific transactions quickly without going through your list one by one. The updated sort options for each transaction type helps you find key details faster. Access existing and new sort options for:

  • Invoices
  • Sales Receipts
  • Estimates
  • Credit Memos/Refunds
  • Payments
  • Enter Bills
  • Purchase Orders
  • Write Checks
  • Enter Credit Card Charges
  • Deposits
  • Transfers
  • General Journal

Sort your saved transactions

You can sort different transaction types by details. This includes date, number, and amount.

Note: QuickBooks 2024 for Mac, R8 and earlier support these options.

Here’s an example of sorting invoice transactions:

  1. Go to Customers, then select Create Invoices.
  2. Select the Sort by dropdown ▼.
  3. Select a data type (like Due Date).

Note: The list sorts itself from descending order by default. You can sort it in ascending order if needed.

Transaction TypeSort Options
InvoicesDate
Number
Amount
Customer
Date Entered
Due Date
Sales ReceiptsDate
Number
Amount
Customer
Date Entered
EstimatesDate
Number
Amount
Customer
Date Entered
Credit Memos/RefundsDate
Number
Amount
Customer
Date Entered
PaymentsDate
Number
Amount
Customer
Date Entered
Enter BillsDate
Number
Amount
Customer
Date Entered
Purchase OrdersDate
Number
Amount
Customer
Date Entered
Date Expected
Write ChecksDate
Number
Amount
Customer
Date Entered
Enter Credit Card ChargesDate
Number
Amount
Customer
Date Entered
DepositsDate
Number
Amount
Customer
Date Entered
TransfersDate
Amount
Account
Date Entered
General JournalDate
Number
Amount
Account
Date Entered

You may need to sort by other key details from your transactions. 

Note: QuickBooks 2024 for Mac, R9, supports 47 new sort options.

Transaction TypeSort Options
InvoicesDate Modified
Aging
Open Balance
Paid Date
Class
P.O. Number
Ship Date
Terms
Sales ReceiptsDate Modified
Class
Check No.
Ship Date
Pay Method
EstimatesDate Modified
Active
Class
P.O. Number
Due Date
Credit Memos/RefundsDate Modified
Class
P.O. Number
Terms
Ship Date
PaymentsDate Modified
Cleared
Pay Method
Deposit To Acct
Enter BillsDate Modified
Billing Status
Terms
Purchase OrdersDate Modified
Status
Terms
Due Date
Write ChecksDate Modified
Billing Status
Enter Credit Card ChargesDate Modified
Billing Status
DepositsDate Modified
Deposit To Acct
Cash Back
TransfersDate Modified
From Account
To Account
General JournalDate Modified
Adjusting Entry
Billing Status
QuickBooks Desktop Mac Plus

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