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alexbcook
Level 2

How to sort account quick report by the amount

Here we are, 2.5 years after this was originally posted, and still not solved. I'm sorry QBO, this is just not good enough. The ability to sort by the amount should have been the first thing added, and should be the default. 

 

alexbcook
Level 2

How to sort account quick report by the amount

Couldn't agree more.

LeizylM
QuickBooks Team

How to sort account quick report by the amount

This is not the kind of experience that we want you to have, alexbcook. 


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 the issue persists, I'd recommend contacting the support team. This way, they can pull up your account and investigate the root cause of this problem.

 

Here's how:

 

  1. Click the Help menu in the upper-right hand corner.
  2. Type in "Talk to a human", then press Enter.
  3. Look for I still need a human and click on it.
  4. Click Get help from a human or Contact Support Team.
  5. Select between Send a messageSchedule an appointment, or Get a callback.

 

Due to the pandemic, we have limited staffing and reduced our available hours. To ensure that you'll be assisted on time, check out our support hours.

 

Let me know if you have an additional concern in your business. I'm here to help you out. 

 

 

 

 

 

Lou Cloninger
Level 1

How to sort account quick report by the amount

 Absolute Garbage!  Intuit should be embarrassed that they produce such a garbage product that doesn't have basic functionality like sorting an amount.  All their resources are spent on price increases.  

mottireshef
Level 1

How to sort account quick report by the amount

absolutely!!

this company is a dinosaur.

everybody should be fired starting from the head.

unbelievable.

feels like there is not one single brain function in this company and they are waiting for another company to take over.

 

This forum is a joke as well.

there is not one that cares about the complaints.

 

 

 

 

nathan_elcoate
Level 2

How to sort account quick report by the amount

Still not solved. 

CFS77
Level 1

How to sort account quick report by the amount

I came here hoping to find a solution at the end of the forum discussion - unfortunately the problem still exists.

JaxFlorida
Level 2

How to sort account quick report by the amount

Quickbooks!!! Are you just trying to figure out a way of packaging "sorting by amount" in to a paid "feature"?  Is that why after almost 3 years something as basic as this is still not available?

 

rob59
Level 2

How to sort account quick report by the amount

This will NEVER EVER be solved.  This is all you need to know about QB is that they are not an accounting solution.  The entire accounting system founded 7000 years ago is based on one molecule and that is the "amount" and Quickbooks could care less about giving you information on this key piece of information. 

 

Just for context, you can sort a report on 23 different columns. Most of these columns are completely useless and will never, ever ever be used. But the number 1 most important column you can't sort by.

 

Their solution, use a different company's software, like Excel, so you can export, open and sort. Then manually identify each line, search and find it to edit/address it. 

 

We've been asking for this basic critical feature for over 10 years.  

 

My recommendation is to never use a company that is fundamentally incompetent.

accountant copy failed
Level 2

How to sort account quick report by the amount

How is it possible that this is still an issue? How hard can it be to make it sortable by Amount? I can't believe this is missing. HUGE waste of time. Is this something that you have to be above QBO Advanced to get?

Jelayca V
QuickBooks Team

How to sort account quick report by the amount

 I understand important this feature could be for you, @accountant copy failed

 

The ability to automatically sort reports by amount is currently unavailable in QuickBooks Online (QBO). As a workaround, you may export the report to Excel and customize it there. To do this, simply click on the Export icon and select Export to Excel.

 

That's going to get you back on track. I will also send our Product Development Team feedback so that they have a chance to look at the issue and fix it for you.

 

You may also be heard by sending it directly to them as a suggestion. In that way, they'll be aware of the changes we both want to see in the future. 

 

Here's how:

  1.  go to the Gear icon
  2.  Select Feedback

 

Here's more information on how to run reports in QuickBooks Online. Also, a  following article on how to customize reports in QuickBooks Online

 

Don't hesitate to reach us again if you have further inquiries about reports. I'll be of help. Have a great day ahead!

 

alhooks
Level 2

How to sort account quick report by the amount

This is absurb. I'm a CPA and work in many different clients' books. I drill down into balance sheet and income statement detail. It displays as a "Transaction Report". I can sort on stupid stuff, like AP Paid, AR Paid, Check Printed, Qty, Rate and many others EXCEPT the fricking AMOUNT! Yes, I know I can download it but it takes time and time is money in our business. Along with date and name, the Amount is the most important field in a transaction. This is yet another example of an egregious failure of Intuit to listen and deliver on what its customers want.

 

QB mods - please do us all a favor by not responding to my post, unless this is fixed. No need to regurgitate all of your previous responses.

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