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Level 2

Sorting Due date for Custom Repot

Hi,

Was wondering if you could help.

 

I used a Standard Report Template (What You Owe- Unpaid Bills) which I then saved as a Customised Report.

I want the report to run but with the Due Date in Ascending Order of date. Despite using the Sort Functionality the Due Date does not change or sort itself out.

 

Also how do I remove the Total Amount lines for each resource?

 

Any help will be appreciated.

 

Thanks

Sorting a Report by Due Date.PNG

Solved
Best answer June 26, 2020

Best Answers
Highlighted
Moderator

Sorting Due date for Custom Repot

I hope you're doing fine, Sajeel.

 

I see that you've been using one of our supported browsers in QuickBooks Online. Also, I appreciate you for considering the troubleshooting steps shared by my colleague above. 

 

Let me share additional information on how the Supplier Balance Detail report works in QuickBooks Online.
 

Every transaction created for a particular supplier will be recorded to that supplier on the report. With that, sorting this report to the due date (ascending order) will generate per supplier/vendor. It's how the Supplier Balance Detail report works in QuickBooks.

 

I've seen the screenshot you've added and looks like each vendor has one transaction recorded on the reporting period. That's why the 07/062020 is showing after the 29/06/2020 due date because this transaction is aligned with another supplier.

 

Please consider checking this screenshot to visualize these things:

s.PNG

 

If you would like to customize your QuickBooks reports and save what you've customized, you can check these article anytime to get more tips on how to do it:

 

 

If you require additional details, please let me know by commenting below. I hope you're good today. Stay safe and healthy!

View solution in original post

3 Comments
Highlighted
Moderator

Sorting Due date for Custom Repot

Thanks for providing a screenshot about your concern. This helps us see what is happening, Sajeel.

 

When the using the Sort function on the report, it should work the way you set them. There's a possibility that cache is causing the issue. Though cache helps browser's background processes, it can also cause issues when piled up. We can do browser troubleshooting steps to get rid of the issue:

  1. Open a private browser and log in to your QBO account. A private browser uses but doesn't store cache.
  2. If the Sort function works, we can go back to your regular browser and clear the cache.
  3. Other supported browsers can be good alternatives, too. Each of them uses a different cache.

Meanwhile, the Total for (vendor name) is part of the built-in rows for Supplier Balance Detail report. We cannot remove it within QuickBooks Online, but we can export it to Excel and remove it from there.

 

We'll be right here if you have additional questions. Have great day!

Highlighted
Level 2

Sorting Due date for Custom Repot

Hi James,

 

Unfortunately despite opening in a New Private Window/Chrome Browser (Was using Edge previously) I am still unable to Sort on the Due Date.

 

The dates are still showing in random order. Looks like it is Sorted on Name rather than the Due Date?

Highlighted
Moderator

Sorting Due date for Custom Repot

I hope you're doing fine, Sajeel.

 

I see that you've been using one of our supported browsers in QuickBooks Online. Also, I appreciate you for considering the troubleshooting steps shared by my colleague above. 

 

Let me share additional information on how the Supplier Balance Detail report works in QuickBooks Online.
 

Every transaction created for a particular supplier will be recorded to that supplier on the report. With that, sorting this report to the due date (ascending order) will generate per supplier/vendor. It's how the Supplier Balance Detail report works in QuickBooks.

 

I've seen the screenshot you've added and looks like each vendor has one transaction recorded on the reporting period. That's why the 07/062020 is showing after the 29/06/2020 due date because this transaction is aligned with another supplier.

 

Please consider checking this screenshot to visualize these things:

s.PNG

 

If you would like to customize your QuickBooks reports and save what you've customized, you can check these article anytime to get more tips on how to do it:

 

 

If you require additional details, please let me know by commenting below. I hope you're good today. Stay safe and healthy!

View solution in original post

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