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Join nowI need a custom report that shows all my invoices sorted by invoice number. I started with the Transaction List by Date report and filtered it to show only invoices. I can't figure out how to get the report to sort by invoice number. Any ideas?
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Welcome to the QuickBooks Community, ValkyrieAnne.
I can help get the report you can use to view the customers’ invoices based on the details needed.
You can use the Invoice List report to show your invoices, ordered by date with their assigned numbers in ascending sequence. However, there isn't yet an option to sort out any sales report by invoice number, only by invoice dates.
To run the report:
By default, the invoices numbers are arranged from the first one you’ve created down to the most recent.
As an alternative, you’ll be able to filter the All Sales section by invoices and enter the date range of the transactions you need. Then, sort them in ascending or descending order.
Here’s how you can view it:
Let our product engineers know how the ability to sort out reports by transaction numbers can help get a better view of your data. We appreciate suggestions and we’ll be delighted to consider them for future inclusion.
To send them, please go to this link: http://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-requests.
Feel free to get back to me if you have other concerns in QuickBooks. I’m here anytime.
Welcome to the QuickBooks Community, ValkyrieAnne.
I can help get the report you can use to view the customers’ invoices based on the details needed.
You can use the Invoice List report to show your invoices, ordered by date with their assigned numbers in ascending sequence. However, there isn't yet an option to sort out any sales report by invoice number, only by invoice dates.
To run the report:
By default, the invoices numbers are arranged from the first one you’ve created down to the most recent.
As an alternative, you’ll be able to filter the All Sales section by invoices and enter the date range of the transactions you need. Then, sort them in ascending or descending order.
Here’s how you can view it:
Let our product engineers know how the ability to sort out reports by transaction numbers can help get a better view of your data. We appreciate suggestions and we’ll be delighted to consider them for future inclusion.
To send them, please go to this link: http://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-requests.
Feel free to get back to me if you have other concerns in QuickBooks. I’m here anytime.
Thank you!!
Is there anyway to sort invoices by numerical order when you are in the customer payment window? My customers pay in order of invoice # but when I go to receive payment my invoices are sorted by date not numerical order. This presents a problem when I have 20 plus invoices with the same date. Can this be changed?
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