Quickbooks Mac Desktop 2022

Forum|Forum|3 years ago
December 24, 2022
1 reply
9 views

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

QuickBooks Desktop

GebelAlainaM

QuickBooks Team

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 VBAuthor

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

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:

In your QBDT for Mac, open the Sales by Customer Summary report.
Next, click the Customize button.
From there, go to the Options tab and select Totals only from the Total By list.
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.

Sign up

Login with SSO

Let's get you signed in

Login with SSO