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steve28
Level 1

Is it possible to sort invoices by user, as in the QB user accounts that created them?

 
1 Comment 1
JamesDuanT
Moderator

Is it possible to sort invoices by user, as in the QB user accounts that created them?

Currently, we're unable to sort the invoice list by QuickBooks user, Steve. I'd suggest sending feedback to our Product Development Team by clicking the Help menu at the top and selecting Send Feedback Online.

 

The workaround I've come up is to customize the Audit Trail report. This is already sorted by the QuickBooks user. Let me show you how:

  1. Click Reports at the top menu and select Accountant & Taxes.
  2. Choose Audit Trail and click the Customize Report button.
  3. Go to the Filters tab and search TransactionType in the Search Filters field.
  4. Select Invoice in the Transaction Type field.
  5. Click OK.

Feel free to let us know if you need anything else.

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