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Pat VB
Level 2

Quickbooks Mac Desktop 2022

Looking for a way to sort a report by columns in Mac Desktop 2022, please. Thank you!

6 Comments 6
GebelAlainaM
QuickBooks Team

Quickbooks Mac Desktop 2022

Thank you for posting your concern here in the Community space, Pat. I'll be glad to help you and ensure you'll get to sort your report.
 

Beforehand, I'd like to know more details about your concern in question so I can provide a correct resolution to your situation.  May  I know what specific report are you trying to sort out by columns? Any additional informtaion would be greatly appreciated.
 

I'll be waiting for your response in the comment section. Take care and Happy holidays!

Pat VB
Level 2

Quickbooks Mac Desktop 2022

The report is Sales by Customer Summary, fiscal  ytd. I would like to sort by sales amount, highest to lowest. Thank you and Merry Christmas!

DivinaMercy_N
Moderator

Quickbooks Mac Desktop 2022

Thanks for getting back here, @Pat VB. I'm here to help you sort the sales amount of your Sales by Customer Summary report in QuickBooks Desktop (QBDT) Mac.

 

Let me guide you on how:

 

  1. In your QBDT for Mac, open the Sales by Customer Summary report.
  2. Next, click the Customize button.
  3. From there, go to the Options tab and select Totals only from the Total By list.
  4. Then, to sort the transactions by the amount, click Amount.

 

For reference, please head to the Grouping and subtotaling data section in this article: Customize reports in QuickBooks Desktop for Mac. 

 

The program also allows you to save the customization you made to a report. To do so, simply select the Memorize button. To check this, navigate to the Reports menu and choose Memorized Reports

 

If you have any other concerns about sorting reports in QuickBooks, feel free to leave a reply below. I'd be happy to lend you a hand. Have a good one and stay safe.

Pat VB
Level 2

Quickbooks Mac Desktop 2022

My screen shows "Total Only" but I don't find a "Total By list" and no "amount" button. Copy attached.

 

Also, in the Customize Reports article, Sort By says, "Change how QuickBooks sorts the transactions on a report. Transactions normally appear in date order (earliest first) within a specified group. If you want, you can also sort the transactions by amount or by document number." But no indication of how to sort by amount.

 

Am I missing something?

 

Thank you again - fun on Christmas Eve

Pat VB
Level 2

Quickbooks Mac Desktop 2022

I still done have an answer - could you please check my last reply, please. Thank you.

Candice C
QuickBooks Team

Quickbooks Mac Desktop 2022

Good evening, @Pat VB

 

Thanks for reaching back out to the Community. I appreciate the screenshot you provided us. 

 

Based on the screenshot and details you describe, I'll go ahead and submit feedback to our Product Developers so they can consider adding/changing this report in the near future. 

 

You can review our system updates and what's new in the product by using this link. 

 

Don't hesitate to come back if you need any more assistance. We're always here to lend a helping hand. Take care!  

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