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cab21
Level 3

reports

I have a main account # 16000.  I added sub-accounts ex: 16001, 16002.  I set up my memorized report to filter specific accounts.  When I check off accounts 16000, 16001, 16002 to filter,  the report shows 16001, 16002, then 16000.  I thought the 16000 would show up first.

1 Comment 1
JoesemM
Moderator

reports

I can share some details about the reports so it will show up in number order, @cab21.

 

You can change the memorized report that appears on your list. Then make sure to customize it By Account and sort it in ascending order. Let me show you how.

 

  1. Open the memorized report.
  2. On the Report window, select Customize Report.
  3. Click the Sort By dropdown then choose Account.
  4. In the Sort in column click Ascending order.
  5. Select Memorize.
  6. When you get a prompt, you can either:
    • Select Replace if you want QuickBooks to overwrite the existing memorized report.
    • Select New if you want to keep the existing report and create another one.

I've added a screenshots for visual reference.

Capture.PNGCapture.PNGCapture.PNG

For additional references about running, customizing, and editing memorized reports in QuickBooks Desktop, you can open this article: Understand reports.

 

 You'll also want to keep track of your sales and expenses by customizing customer, job, and sales reports. Here's an article that you can visit: Customize Customer, Job, and Sales Reports in QuickBooks Desktop.

 

Please know that I'm just a reply away if you need any further assistance running reports in QuickBooks Desktop. Wishing you and your business continued success.

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