cancel
Showing results for 
Search instead for 
Did you mean: 
drefl
Level 4

Need a way to "SORT" INVOICES first by SERVICE ITEMS on invoice

Need a way to "SORT" invoices built before sending by SERVICE ITEM first, then Date second. Current default sort is based solely on "Date", ie date 1, date 2...ect.  But for invoices that show multiple labor service types need to be able to sort by employee labor service type first then date, ie employee 1-date 1, employee 1-date 2...employee 2-date 1, employee 2-date 2.etc on invoice before send

4 Comments 4
JamaicaA
QuickBooks Team

Need a way to "SORT" INVOICES first by SERVICE ITEMS on invoice

It’s my pleasure to help you out with your Invoice Service list, @drefl.

 

I hear you and realize the importance of being able to speed up the procedure of sorting the services on your invoices.

 

QuickBooks sorts the Services line items based on the order you enter them. For instance, if you input a service performed on 11/30/2020 and then followed by another line item below that one dated 10/15/2020. The system will remember the order in which you entered them.

 

Currently, there are two ways to sort these. You can enter them chronologically or by dragging the grid icon up and down from the Invoice page. Please take note to click the Save button after it.

 

For your reference, I’ve added an animation below to detail the process: 

 

 

You can also check out these links about filtering your transactions and adding items to QBO for your future use:

 

 
Also, in case you want to receive the payments, you can utilize this link.

 

Know that I'm only a post away if you need further help with items or with QBO. Cheering for your continued success in all of your endeavors. Take care always.

drefl
Level 4

Need a way to "SORT" INVOICES first by SERVICE ITEMS on invoice

What is proposed as a solution does not make sense. Yes it is known you can drag rows, but imagine this real situation, your invoice has to show daily time for the month, you have 5 employees so your invoice is 5 x 30 rows is 150 rows, so what QBO is saying is you have spend 3+ hours dragging around rows of the same employee service item in the invoice just to organize by employee service item!!!. That is crazy!!!!!, all it would take is simple "sort" icon above each invoice built column to simply allow you can sort based in your column need. The other suggesting is equally confusing as employees enter their time at random times throughout day/week so one does not have control over the minute of each day that one of many employees will enter their time during a week in QBO time.   QBO PLEASE ADD A SORT OPTION ON INVOICES SO A USER CAN SORT THE BUILT INVOICE BASED ON A DESIRED COLUM SUCH AS SORTING BY "SERVICE ITEM" FISRT AN THEN SORTING BY "DATE" SECOND ie.  employee 1-date1, employee 1-date 2, employee 1-date 3....employee 2-Date 1, employee 2-Date 2, employee 2-Date 3.  THIS A SIMPLY THING TO DO AND SEEMD ILLOGICAL THAT SYSTEM CANNIOT DO AS ITS A BASIC FUNCTION NEED!!!!!

LieraMarie_A
QuickBooks Team

Need a way to "SORT" INVOICES first by SERVICE ITEMS on invoice

Thanks for sharing your thoughts, @drefl

 

I can see how sorting items on invoices based on the desired column would be helpful. Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one.

 

You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. 

 

Here's how:

  1. Select the Gear icon at the top, then Feedback.
    Capture.JPG
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

 

For your reference, check out this link: How to Submit Feedback

 

Additionally, you can use the Search icon or Filter tools to look for a specific transaction.

 

The Community is always here should you have other questions or concerns. It's our priority to ensure your success.

drefl
Level 4

Need a way to "SORT" INVOICES first by SERVICE ITEMS on invoice

It would be great if they can make the simple and much need change VERY QUICKLY.  There is much need for this and have seen many similar request. QBO seems to take "years" at times to make simple important changes, but this obvious, much needed, easy to implement change can be done in literally 1 week.  It simply requires a "sort filter" to be added at the top of the "service item" row and "date" row in the Invoice window to give the user option to sort their invoices by either "service item" first or by "date" if they so chose. When you have an invoice of 150+ daily rows this is critical need!!!!. PLEASE EXPEDITE THIS SIMPLE BUT MUCH NEEDED ADDED COLUMN SORT FEATURE UPDATE TO INVOICES.  PLEASE DONT TAKE 1-YEAR+ TO DO THIS!!!

Need to get in touch?

Contact us