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AshleyTransport
Level 2

How to sort line items in an invoice in QB Accountant Desktop 2019

Is there any way to sort line items in an invoice in QB Accountant Desktop 2019?

 

We bill a customer weekly on one invoice for the entire week's purchases.  This week's invoice had >500 lines.  The customer wants the line items on the invoice sorted a specific way.  The only way I have found to do this is to export a report to Excel and sort from there.  This is time consuming and I am the only one here who knows how to work in Excel.  If I am out for any reason, nobody else can do the invoice.

 

HELP!!!

 

Michelle Hudson

Solved
Best answer May 26, 2021

Best Answers
Charies_M
Moderator

How to sort line items in an invoice in QB Accountant Desktop 2019

Thanks for sharing your concern with us, AshleyTransport.

 

You'll have to manually move the item's order on the invoice because sorting the line items is not an available option.

 

For more details about customizing transactions such as invoices in QuickBooks Desktop, check out these articles:

While we continue making improvements with the product, I want you to be updated with the new features added to the software by following the steps below:

 

Here's how:

 

  1. Go to the Help icon.
  2. Click New Features.
  3. Choose either New Feature Tour or What's New.
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Another way to be updated to the latest future release in QuickBooks Desktop is by visiting this website: QuickBooks Updates: New QuickBooks Accounting Software Updates.

 

If you need other helpful articles in the future, you can always visit our site: Help articles for QuickBooks Desktop.

 

Any questions you have about managing Sales Orders can be answered here in the Community. Let me know if you have additional concerns, Have a good one.

View solution in original post

2 Comments 2
Charies_M
Moderator

How to sort line items in an invoice in QB Accountant Desktop 2019

Thanks for sharing your concern with us, AshleyTransport.

 

You'll have to manually move the item's order on the invoice because sorting the line items is not an available option.

 

For more details about customizing transactions such as invoices in QuickBooks Desktop, check out these articles:

While we continue making improvements with the product, I want you to be updated with the new features added to the software by following the steps below:

 

Here's how:

 

  1. Go to the Help icon.
  2. Click New Features.
  3. Choose either New Feature Tour or What's New.
    undefined
     

Another way to be updated to the latest future release in QuickBooks Desktop is by visiting this website: QuickBooks Updates: New QuickBooks Accounting Software Updates.

 

If you need other helpful articles in the future, you can always visit our site: Help articles for QuickBooks Desktop.

 

Any questions you have about managing Sales Orders can be answered here in the Community. Let me know if you have additional concerns, Have a good one.

View solution in original post

AshleyTransport
Level 2

How to sort line items in an invoice in QB Accountant Desktop 2019

Thank you for the reply.  This would be a very helpful option for companies like ours.  Hopefully, QB can provide this option in an update or the next release.

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