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lhirsch
Level 2

Default Sorting of Transactions

When I select Sales->Invoices, the list of invoices I get is in a random order - there's no rhyme or reason to it.  I know how to manually sort a list by clicking on the column headers.  What I need to know is how to configure the default sort order of the Invoices as well as the Transaction List for a Customer.  I would like it to be sorted by invoice number - highest first so the latest invoices appear at the top of the list.  I think this should be the default.

1 Comment 1
katherinejoyceO
QuickBooks Team

Default Sorting of Transactions

Hello there, @lhirsch

 

It's good to hear that you know how to manually sort to see the latest invoices at the top of the list. I know it's convenient if we can set a default view in this area so you won't have to do it manually every time. 

 

At the moment, that's the best workaround and I'm taking note of your feedback to share it with our developer. They will review our suggested plan and may be considered in future updates. Your idea will surely help us in improving some of the features in QuickBooks which our development team are working on.

 

In the meantime, I'd recommend visiting our QuickBooks Blog regularly to see the latest QuickBooks news and updates. 

 

Don't hesitate to let me know if you have other questions. I'm always around here to listen and help.

 

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