Re: In QBO, my invoice is printing my line items in the wrong order. The lines items are correctl...

Meesh · ‎March 25, 2019

I find it astonishing that Intuit has not yet corrected this issue. Sorting should be an option and work-arounds should be non-existent. Though, it certainly does represent the program as a whole. QBO is far inferior to QBDT.

Charies_M · ‎March 25, 2019

Hello there, Meesh.

Thanks for pointing this out. I appreciate your feedback.

While there isn't an option to sort items with service dates in descending order, we'll take note of this for future updates. Once we receive progress or product enhancement update about this feature, I'll be sure to inform you through this thread.

You may also want to check for the latest QuickBooks feature updates through our QuickBooks Blog: https://quickbooks.intuit.com/blog/.

Please know that you're always welcome to post any questions or suggestions for the product. You have a wonderful day ahead.

melissadugan · ‎March 26, 2019

This happens to me all the time!!!!! I can't believe no one has ever complained before. Perhaps they find it a futile effort because we are always told it is our error. Interesting how lots of people are commenting it happens to them too.

melissadugan · ‎March 26, 2019

Why does it then reorder the lines when they have the same service date. I have 12 lines with a service date of 3/23/2019. It is correct on the screen but when I print or download to .pdf, it completely rearranges all of the 3/23/2019 lines with no rhyme or reason. Some charges are related specifically to the line above it and when QB arbitrarily reorders everything, it causes a lot of problems.

FritzF · ‎March 26, 2019

Thanks for joining this conversation, @melissadugan.

Allow me to step in for a moment and help make sure that your concern about the line items rearranging when printing or downloading an invoice as .pdf in QuickBooks Online (QBO).

First of all, I appreciate you providing the complete details of the issue you're getting. If you already tried using other browsers and performed clear cache and still having the same results, I suggest contacting our Phone Support team so they can check it out using their screen-sharing (remote access) tool and further investigate. They can also perform more troubleshooting steps to fix it for you.

Here's how to reach them:

1. On your QBO account, click Help (question mark icon) at the top right.
2. Select Contact us to connect with a live support agent.

Please let me know how it goes after contacting them. I'm only a few clicks away should you have any additional questions. Take care and have a wonderful rest of the day!

GavinSP · ‎March 26, 2019

It's not the browser, and phoning leads to trying things that a) you've tried already, b) things that don't help & c) a promise that they're looking at it to find a solution. The solution is really really simple. Get your software developers to allow an option to order invoice items by line item number.

robert5 · ‎March 27, 2019

Fritz

This has nothing to do with browser cache, that is a complete red herring and a waste of time.

the problem is that the print routine sorts the items in date order even if you have arranged them differently on the invoice generator screen.

Ideally the print routine would default to WYSIWYG.

robert5 · ‎March 27, 2019

Agree,

Merge the best bits of QBO AND QBDT Pro and you would have an awesome product

Unfortunately right now QBO is a stripped down QBDT 2010 with some online features

Anonymous · ‎April 01, 2019

I do not access via adobe reader. I have the same issue and most often use the Quickbooks Online app. This is very frustrating as I am importing items from other app systems recommended by quickbooks and it sorts by user name import not date import on the invoice. I resort by date and it does not print in the manner that I would like it to print unless I select "add subtotal"

Anonymous · ‎April 01, 2019

This is not true in my situttion it is sorting by user input date not by service date. I would be happy with a sort by service date.

JessT · ‎April 01, 2019

Hi gmalone,

The service dates should be in the Service Dates fields of your line items. Then, your invoice template should have a column for Service Dates, so the items will be sorted by these dates when you print the invoice. I'm just curious, which do these user-name input show on your invoice line items?

You're right about placing a sub-total. QuickBooks will not rearrange the line items when there is a sub-total.

Anonymous · ‎July 06, 2019

I use a system to pull through items so I have classes/ users that each line item is invoiced. The invoice sorts as follows: - Service Date 1 by User/ Account Class via name A-Z - Service Date 2 by User/ Account Class wtih name A-Z - Service Date 1 by User/ Account Class with name B-Z - Service Date 2 by User/ Account Class with name B-Z - Service Date 3 by User/ Account Class with name B-Z I then have to move all Service Dates in date order manually so it appears - Date 1 User/ Account Class name A-Z - Date 1 User/ Account Class name B-Z -Date 2 User/ Account Class name A-Z -Date 2 User/ Account Class name B-Z - Date 2 User/ Account Class name B-Z *Add Subttotal line* to maintain sort order on invoice or sort order will only appear on quickbooks screen

ndannehower · ‎September 17, 2019

I'm having the same issue - where can we find an update to if the developers have made the fix?

Rose-A · ‎September 17, 2019

Hi. ndannehower.

Thanks for looping in. Let me share some updates regarding sorting feature the service date on the invoice.

I hear you and realize the importance that this can have to your business. Currently, our developers don't have the workaround yet and we aren't able to tell when this will be available. It is always our aim to develop relevant features that came from customer's feedback.

I’ll speak with our engineering team about the sorting feature and will let you know whenever we have it available for our users. Additionally, I'd encourage you to visit our QuickBooks Blog, so you'll be updated with our latest news and updates including product improvements. Just go to https://quickbooks.intuit.com/blog/.

Also, you can visit our Firm for the future to be updated with our latest product improvements. Just go to https://www.firmofthefuture.com/product-industry-news/product-updates/.

You may find these articles helpful:

For account-related discussion, feel free to reach out to our QuickBooks Online Support.

Sign in to your QuickBooks Online Company.
Click (?) Help at the upper right corner.
Select Contact US on the pop-up.
Enter a brief description of your concern then hit Continue.
Click Get a callback.
Enter your contact information.
Select Call me.

Let me know if anything may arise while working in QuickBooks or if you need more help about invoices. I'm here to help.

vvcchamb · ‎January 04, 2020

Yup. Even within the same date, QBO is randomly mixing up the lines.

THIS IS A BUG THAT NEEDS TO BE FIXED!

I know the work around. Just turn off the date of service. Well I want the date of service on there. Otherwise I have to type it in to every single description. I have a service company and when billing I'm entering between 300 and 600 individual service dates on my invoices. Yeah, that is getting very old. The work around is to change the description every few minutes to reflect the new service date, except some clients have multiple service dates!

You're taking my money each and every month. FIX THIS BUG. At least let us toggle whether we want date order or entry order.

ChristieAnn · ‎January 04, 2020

Hi there, vvcchamb.

This isn't the a kind of experience that I'd like for you to be left with. And, I can see how this feature would be helpful for you and your business.

I'll take note of this and prepare a feedback statement directly to our product developers. QuickBooks Online is constantly changing and evolving based largely on the suggestions and requests of users, like yourself.

I recommend checking out our QuickBooks Blog to learn more about what’s new in QuickBooks Online.

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

Meesh · ‎January 05, 2020

Another year and still no solution. Really, is it that hard in today's world of technology?

If Intuit needs help a programmer to correct this issue, then please HIRE ONE!

THughey · ‎February 27, 2020

Unbelievable! Just started using QuickBooks Online I cannot believe that a function as simple as SORTING is not available. The sorting function has been in basically any application worth selling now for 20 years. It should take a software engineer 2 weeks max to push an update that allows some sorting options when printing. Even then, what's the point of even having the option to arrange Line Items on an Invoice if they are just forced to be sorted by Service Date? It's almost a form of subtle deception.

I would quote the line, "innovate or die," but at this point it's more like, "reach the year 2000 or die."

moirawallace · ‎March 10, 2020

I have the same issue. Changing the dates or deleting the date does not change the order.

When I create my invoices, I add the group items in the order I want to see them listed for my clients

1. Billable Time

2. Billable Expenses

3. Charges - created from estimates of costs I incur that aren't billed to a specific vendor

When I print my invoices, they appear as:

1. Charges

2. Billable Time

3. Billable Expenses

Has QB considered whether its how the program treats the groups of items being invoiced and that the program somehow orders Estimate entries first when invoicing, then time, then expenses? If so, is there someway to change this, because changing the date of the Estimate/Charges to one later than the Billable Time or Billable Expenses does not move it to the bottom of the invoice; it just changes its order within the subgroup of Charges. Very frustrating

MarsStephanieL · ‎March 10, 2020

Hi there, moirawallace.

I have replicated the scenario you have input and I can see no error checking the Print preview mode. It has the same details as the actual invoice. Let us check if this is a cache-related issue.

First, to isolate the data traffic in your browser, I suggest using an incognito browser in opening your QuickBooks company. Here are the keyboard shortcuts to access it:

Internet Explorer & Mozilla Firefox: Ctrl + Shift + P
Google Chrome: Ctrl + Shift + N
Safari: Command + Option + P

Then, if you can no longer see the same issue in Print preview mode, you can go back to your regular browser and clear its cache to reset the data allowance in the browser. But if you are still seeing the same issue, you can use another browser instead.

You can also fix it by updating, repairing, or re-installing Adobe Reader/Acrobat.

If the issue persists, I suggest contacting our Phone Care Team. They will be able to verify further on what is the root cause of this issue.

GavinSP · ‎March 10, 2020

Thank you for informing me that there has been further information on this feed. I am however gobsmacked that more than a year after this issue was presented to QB there is still not a reasonable fix, and that people are still being asked to jump through hoops just to order their invoice entries in the way they want. We've been through this. The problem is not Adobe Reader. The fix is really really simple and any high school programmer could implement it for QB. PLEASE just add a column which allows the user to order the invoice items by line number. PLEASE. OH PRETTY PRETTY PLEASE

JasroV · ‎March 10, 2020

Thanks for getting back to us, @GavinSP.

Rest assured our product engineers are already aware of this feature request. In the meantime, I encourage checking our QuickBooks Blog page to know about the latest news and updates in QuickBooks Online (QBO).

Also, you might want to check this article for reference in case you want to learn how to customize invoice in your QBO account: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Should you have other concerns in the future, you can always get back to us anytime. The Community is always around to help.

Meesh · ‎March 11, 2020

I guess we could all cheer that Intuit is finally looking into the issue. Though your canned response is down right insulting. This issue has been clearly defined by multiple users and multiple times. If you had reviewed all the comments you would have noticed that the "print preview" shows the correct order but when actually PRINTING the invoice, it re-orders the line items. I suggest you clear your cache on the canned responses and actually solve the problem.

DP-PRSP · ‎April 14, 2020

I also have the same issue.

Mark_R · ‎April 14, 2020

Hello there, @DP-PRSP.

Let me clarify things about your concern and help you from there.

Did you already perform the troubleshooting steps provide by my colleagues above, like clearing your browser's cache and updating, repairing, or re-installing Adobe Reader/Acrobat? If you haven't yet, I'd suggest doing it so.

If the issue persists after the troubleshooting steps, I highly recommend contacting our Phone Support Team. This way, they can further investigate this matter and create an investigation ticket if other users are experiencing the same issue.

To reach them, click the ? Help button and select Contact Us to talk with a live agent.

For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on.

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Have a good one.

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In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

In QBO, my invoice is printing my line items in the wrong order. The lines items are correctly displayed in the invoice entry screen. How can I prevent/fix this?

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