cancel
Showing results for 
Search instead for 
Did you mean: 
elsalty
Level 2

Sorting the "Open Invoices" report

I have QB Desktop Premier PC 2017 on a Windows 10 computer.  When I got to Reports -> Customers & Receivables  -> Open Invoices, the open invoices report will open as expected.  

 

However it only sorts alphabetically by the name of the customer.  I select Date, Num, Aging, Open Balance, or anything else and the sorting does not change.  Everything is always in the same order.  Why is there even a "Sort By" button if it doesn't work?  

7 Comments
MaryLandT
QuickBooks Team

Sorting the "Open Invoices" report

Thank you for contacting us, elsalty.

 

I'm glad to clarify this situation.

 

The Open Invoices report is sorted alphabetically by the name of the customer. And, the purpose of the Sort by button is to arrange the transactions in ascending or descending order depending on your needs.

 

I've attached screenshots below to show you how it works.
sortby.PNG sortby1.PNG

You can also refer to this article, Customize reports to learn more about the source and targets when filtering the data. It includes instructions and detailed steps for your guidance.

 

Feel free to leave a comment if you have follow-up questions. I'm always around to help you out.

ASTexas
Level 2

Sorting the "Open Invoices" report

The problem is that isn't working.  I have the same problem.  The report simply won't sort at all, not even within a specific customer. 

Nick_M
QuickBooks Team

Sorting the "Open Invoices" report

Hey there, ASTexas. 

 

Thanks for dropping by the Community. If you've followed the steps above and you're still having issues, I would recommend reaching out to our support team. They would be able to look into your account with you in a 1-on-1 private setting and determine why the report wont sort the way you want. To reach them, follow these steps:

 

Open your QuickBooks Desktop to connect with us:

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Enter your concern, then select Continue.
  5. Choose a way to connect with us:
    • Start messaging with a support expert.
    • Get a callback from an expert (availability may be limited).

Chat with us online

Select your product and fill out the form to chat with an expert.

If you have any other questions, feel free to post here night or day. Thank you and have a nice weekend. 

ASTexas
Level 2

Sorting the "Open Invoices" report

I did all that and guess where I ended up?  Right back here.  So... let's fix this.  Can someone explain how to fix this sorting issue?  You can contact me off line if that's easier, or answer publicly because it seems like I'm not the only one.  Again, the issue is that sorting doesn't work on the Open Invoices Report.  Or if it does, what are we doing wrong?  Thanks!

Pabz_L
QuickBooks Team

Sorting the "Open Invoices" report

I appreciate you for getting back to this thread, @ASTexas.

 

Let me provide you some steps that would help you sort the name of your customer alphabetically.

 

 Let’s try resorting to the master name list. Here’s how:

 

 1. Log in to your QuickBooks Desktop and open the Write Checks window.

 2. Place the cursor in the PAY TO THE ORDER OF field and press Ctrl-L. This will open the master Name List.

 4. On the bottom part, click the Name button and select Re-sort List.

 5. Then, Restart QuickBooks.

6. Once completed, open the Invoices report to check if the name is alphabetically arranged.

 

If you still got the same result, you can use this article to rebuild and verify the data in QuickBooks Desktop. This will remove if there is empty or damaged information from the file that causes this issue: Fix data damage on your QuickBooks Desktop company file.

 

 I also encourage you to get in touch with our QuickBooks Desktop Technical Support Team by following the given steps above. They have the proper tools where you can have a viewing session to find the root cause of this issue. 

 

Please let me know how it goes by clicking the Reply button below. I'm always here to help if you have any other questions. Have a good one. 

ASTexas
Level 2

Sorting the "Open Invoices" report

I did all that with no change.

Rebuild data found and fixed one error: Error 179 for total transactions wrong.  Still no change.

It's as if the Sort option was never connected.  It says it is sorting but the result is always the same no matter which column you tell it to sort on, it only sorts the report by Job Name.

Next step is to get ahold of live help I suppose.  Thanks for the help anyway.  When we solve this I'll reply to this thread again.

 

ASTexas
Level 2

Sorting the "Open Invoices" report

I resorted every list possible from the master list, account list, and everything else I could find.  No change.  Tech support could not help me either unless I subscribe to the $299/year service.  So already paying hundreds of dollars for QB doesn't count and you have to pay extra for them to help you fix a problem with their software.  They wouldn't even look up and see if others had this problem and how they fixed it.  Pretty incredible.

 

BUT, here's the work around I found: 

Run the A/R Aging Detail report instead. It sorts just fine and you can filter it by specific customers if you want. 

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up