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Level 3

How to sort account quick report by the amount

Hi 

I have a question, it's year ending and I need to check most of the transactions for a couple of months ago.  Is there a way to sort them by the amount? 

For example, I need to find two identical amounts one with minus as it was an expense and the other one is with plus as it was an income. Like -50.00 and 50.00. Usually, I have the delay between expense and income in 2 months. 

I really hope there is some way to sort it. 

Thank you

Solved
Best answer 01-07-2019

Accepted Solutions
QuickBooks Team

Re: How to sort account quick report by the amount

It's great to have you again here in the Community, fpbinvestor123.

 

Thanks for sharing detailed information and example on how you want to run the Account Quickreport in QuickBooks Online. Allow me to provide some insight about this and guide you through. 

 

The option to automatically sort this report by amount is currently unavailable. As a workaround, you'll want to place the amount column in the first part, then sort it by descending or ascending order. 

 

Here's how:

  1. Go to Accounting in the left panel, choose Chart of Accounts
  2. Locate the account you need, then select Run Report from the View Register drop-down.
  3. In the Report period fields, enter the dates you want. 
  4. Click the Customize button and expand the Rows/Columns section. 
  5. Select the Change columns link. 
  6. Under the Select and reorder columns section, drag the Amount box to the top by pressing and holding the 9-dotted square
  7. Click Run Report (see screenshot 1 below). 
  8. When your back in the Account QuickReport page, choose the Sort arrow and pick Ascending or Descending (see screenshot 2). 

 

We recognize that each company has unique needs and I can see how having the ability to sort reports by amount would empower your business. I'll prepare a feedback statement to send to our product engineers.

 

You can also let your voice be heard by sending it directly to them as a suggestion. This way, they'll be aware of the changes we both want to see in the future. 

 

To submit yours, just go to the Gear icon, then select Send Feedback Online

 

Don't hesitate to let me know if you have other questions in mind. Have a great day!

View solution in original post

13 Comments
QuickBooks Team

Re: How to sort account quick report by the amount

It's great to have you again here in the Community, fpbinvestor123.

 

Thanks for sharing detailed information and example on how you want to run the Account Quickreport in QuickBooks Online. Allow me to provide some insight about this and guide you through. 

 

The option to automatically sort this report by amount is currently unavailable. As a workaround, you'll want to place the amount column in the first part, then sort it by descending or ascending order. 

 

Here's how:

  1. Go to Accounting in the left panel, choose Chart of Accounts
  2. Locate the account you need, then select Run Report from the View Register drop-down.
  3. In the Report period fields, enter the dates you want. 
  4. Click the Customize button and expand the Rows/Columns section. 
  5. Select the Change columns link. 
  6. Under the Select and reorder columns section, drag the Amount box to the top by pressing and holding the 9-dotted square
  7. Click Run Report (see screenshot 1 below). 
  8. When your back in the Account QuickReport page, choose the Sort arrow and pick Ascending or Descending (see screenshot 2). 

 

We recognize that each company has unique needs and I can see how having the ability to sort reports by amount would empower your business. I'll prepare a feedback statement to send to our product engineers.

 

You can also let your voice be heard by sending it directly to them as a suggestion. This way, they'll be aware of the changes we both want to see in the future. 

 

To submit yours, just go to the Gear icon, then select Send Feedback Online

 

Don't hesitate to let me know if you have other questions in mind. Have a great day!

View solution in original post

Level 3

Re: How to sort account quick report by the amount

Thank you so much Vivien for such detailed response. I really appreciate it. 

QuickBooks Team

Re: How to sort account quick report by the amount

Don't mention it, fpbinvestor123!

 

I'm glad I was able to help you with your concern. Come back to the Community if you ever need more help- we are ready,waiting, and excited to help you.

 

More years to your company!

 

 

Anonymous
Not applicable

Re: How to sort account quick report by the amount

This workaround no longer seems to be working. Is there an alternative? I find sorting by amount a very useful way to view and find specific items.

Moderator

Re: How to sort account quick report by the amount

Glad to have you here, @Anonymous!

 

Let me share additional information and help you sort the amounts of transactions of your reports.

 

First, if you're still unable to sort the amounts of your transaction after following the steps above, let's access your account in a new incognito or private window of your browser. This way, we can check if it's not a browser error.

 

After that, open and customize your reports by following the steps above. If you can successfully sort the amounts of your transactions, you can clear your browser's cache. This optimizes your browser's performance and improves your browsing experience with QuickBooks Online.

 

If ever your still unable to sort the amounts of your transactions, let's switch to a new browser application. From there, access your account and then customize your reports with the same steps shared by @VivienJ above.

 

Please let me know if you have any other questions about your reports in QuickBooks Online. I'll be always around to lend a helping hand.

JMH
Level 1

Re: How to sort account quick report by the amount

I also am unable to sort by amount because "Amount" is not an option in the Sort list.

Moderator

Re: How to sort account quick report by the amount

Hi, JMH.

Allow me to share some information about sorting an account quick report by the amount via QuickBooks Online.

 

Sorting an account quick report by the amount is currently unavailable in QuickBooks Online. For now, as a workaround, you can sort account by the amount through the register.

 

Here's how:

  1. Click Accounting in the left panel.
  2. Go to Chart of Accounts.
  3. Choose an account and click View register.
  4. You can sort the amount by click the Payment column in the Bank Register.

 

 

I'll be sure to take note of your suggestion about the sorting options in QuickBooks Online. You may find this article helpful: How to change the sort order of chart of accounts.

 

Should you need more information with sorting a quick report in QuickBooks Online, please let me know. Have a nice day.

Level 1

Re: How to sort account quick report by the amount

This is unavailable for expense accounts. Thanks.

Moderator

Re: How to sort account quick report by the amount

Thanks for chiming in, @Julie102962.

 

Are you trying to sort a quick report for an expense account by amount? If so, my colleague @VivienJ provided detailed steps on how to do this in this thread. If you're unable to see it, let me show you how:

 

1. Go to Accounting at the left pane, then Chart of Accounts
2. Select Run Report under Action column for the expense account.

142.PNG
3. Click the Customize button at the upper right and go to the Rows/Columns section.
4. Select the Change columns link.

143.PNG
5. Under the Select and reorder columns section, drag the Amount box to the top by pressing and holding the 9-dotted square.

144.PNG
6. Hit Run Report.

 

 

When your back in the Account QuickReport page, choose the Sort arrow and pick Ascending or Descending.

145.PNG

 

For future reference, consider check out this article: How to customize reports.

 

That should do it. Keep me posted on how it goes or if you need anything else. I'm more than happy to help.

Level 1

Re: How to sort account quick report by the amount

This is not working for me.  Even though I have the amount in the first column, switching the sort order still uses the date as the sorted column.

Moderator

Re: How to sort account quick report by the amount

Thanks for following the steps above, @craigbellot.

 

If you're still unable to sort the quick report by amount, you can try exporting it to Excel and customize it from there as a workaround. This can be done by clicking the Export icon and selecting Export to Excel.

150.PNG

 

That should you back on the right track. I'm also going to send feedback to our Product Developers so they can take a look at this and fix it for you.

 

Please let me know how everything goes in the comment. I'll be here if should you need further assistance. Have a great day!
 

Level 1

This really needs to be fixed. I'm a newbie to QBO/App and have tried in Chrome/IE/Incognito and I still can't get a sort on Amount. I put this account data in QB so I can click on expenses when I see them. Exporting to Excel as workaround removes the whole functionality I use QB for.

 
QuickBooks Team

Re: This really needs to be fixed. I'm a newbie to QBO/App and have tried in Chrome/IE/Incognito ...

Welcome to QuickBooks Community, AlexPais.

 

As what RoseMarjorieA mentioned above, sorting an account quickreport by the amount is currently unavailable. It only allows you to sort by date.

 

I'll surely forward your suggestion to our developers. Rest assured your voice will be heard, and they'll consider implementing this in the future.

 

Let me know if you have other concerns about reports.

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