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TT51
Level 1

Sort Balance Sheet in Chronological Order

I updated my Desktop Enterprise Solution to 2024 and now my Balance Sheet is in Alphbetical order. I need it in Chronological Order. The only option it gives me is by Default or Total. How can I put it back in chronological Order?

 

1 Comment 1
Erika_K
QuickBooks Team

Sort Balance Sheet in Chronological Order

I understand the importance of tracking our financial data chronologically, TT51. I'm here to help you out. 

 

To proceed, may I ask what specific type of balance sheet report you're trying to run? Additional information will be much appreciated. 

 

In the meantime, we can run the Balance Sheet Detail report by class and sort it chronologically. Let me show you how: 

 

  1. Go to the Reports menu. 
  2. On the Company & Financial, choose Balance Sheet Detail report. 
  3. From the Sort By dropdown menu, select Date
  4. Click the beside button to modify the order. 

 

However, if you prefer the report you're currently using, I recommend we export it into an Excel File, and then start customizing it. 

 

Moreover, I've included a few helpful articles to help you manage and track your Balance Sheet in QuickBooks: 

 

 

Keep me updated if you have additional questions about personalizing your Balance Sheet in QuickBooks. I'll be here to offer a helping hand. Keep safe always!

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