Can I rearrange journal entries from the same date?

Hello.  I have the same situation (items on a QBO report, all with the same date, are sorted not in the order that I want). 

However - my transactions were entered in the order that I want.  So my situation is not like the bank example that this thread started with.  I had control and I did enter a specific transaction last, because I knew that I wanted it to sort last on a printed report.  Yet QBO still prints the transactions with the same date in a random order rather than the order that they were recorded in.

Specific example:  dated July 31 there are 3 transactions:

     an Expense entry, was recorded first, several days prior.     QBO sorts it to the last line  ??

     Journal Entry #15, recorded second, at least a day ago    QBO sorts it to second last line, which is correct per the order it was entered in.

     Journal Entry #16, was recorded last, just today.    QBO sorts it to the first of these three entries - WHY?

I tried work arounds, such as editing JE #16 to be # z16 - in case the z would sort last.  No luck.

Please reply if you can suggest a work around.

Even the fact that I edited the entry (to add the z) after all other entries were made should make it sort last, but it did not.

I realize that in most situations the exact sort order is not a problem, but sometimes it is! This is not the first time that I have been frustrated with a printed report. I usually resort to saving in Excel and editing it. But I am hoping that someone has found a "within QBO" solution.

Thank you

iek

Hi irmkorody-shaw-c,

QuickBooks Online reports offer customization options.  However, you can simply reorder the items in the report by clicking on the column header.  This enables you to reorder by date, transaction number, and so on, as you feel necessary.  If you don't have this option, open the report in 'modern view'.

Let us know if you have other questions.  We would be happy to help!

Thank you for explaining custom reports, but it does not help in the situation that I described in my original question.

I often use custom reports.

In this situation, I would need to set up several custom reports, for each and all of the reports that these transactions would appear on.

And then all users would need to be aware of my custom reports and use them.

And I would need to be aware of all the reports that someone may someday use - and set up customization for it.  This is not a solution.

Transactions should by default appear, and print, in the order that they were recorded, like a timestamp.

I am hoping that there is a workaround where I can force entries into their timestamp order so that they remain in that order, on any report.  That is what I was trying to workaround by putting a z in front of journal 16, hoping it would force it to sort to the end.  Journal 16 was made after 14 and 15, but it prints on reports before 14 and 15.  All have the same date.  Simply by being journal number 14, 15, 16 - they should print in that order without requiring any customization!

Customizations are for many things, including if the timestamp was not important and another order was desired; and in situations where all users are aware of when to look for custom reports.

Thanks again

Irm

@irmkorody-shaw-c 

"Transactions should by default appear, and print, in the order that they were recorded, like a timestamp."

Agreed.  Unfortunately, there's no way to do that in QBO AFAIK.  This is a common complaint.  QB Desktop has the same issue - for example, bill payments appear before bills when posted on the same day and it's terribly irritating.  At least that's been fixed in QB Online.