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joyknxsa
Level 1

How to arrange suppliers/customer lists in date order?

my lists jump dates from old dates to newer dates then back to old dates. very difficult to find transactions
1 Comment 1
ChristieAnn
QuickBooks Team

How to arrange suppliers/customer lists in date order?

Hi there, joyknxsa.

 

Currently, there no option to arrange suppliers or customer's lists in date order. You can only sort the customers and supplier's transaction list by date by going to the Expenses and Sales page. Please follow the steps below.

 

From the Customer's page:

 

  1. Click the Sales menu at the left panel.
  2. Choose the Customers section. Then, choose a customer.
  3. Go to the Transaction List
  4. Choose the DATE column drop-down arrow and click it to change the sort order (Ascending or Descending) or vise versa.

 

 

From the Supplier's page:

 

  1. Choose the Expenses menu on the left menu.
  2. Select the Suppliers section. Then, choose a supplier.
  3. Go to the  Transaction List
  4. Click the DATE column drop-down arrow.

 

 

 

 

 

Then, it could be the Date drop-down arrow keeps clicking that why the lists jump dates shows from old dates to newer dates then back to old dates.

 

Please refer to the articles below to see different information on how you can manage customers and suppliers in QuickBooks.

 

 

Leave a comment below if you have any other questions, I'm always here available to help. Have a great day ahead!