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accounts-buffalo
Level 1

I can't seem to Sort my invoices with a custom field that I added to the Standard invoice template. I used to be able to. Is it an update? Can I change the settings?

I've added a custom field called "Order Number" on all my invoice templates. I wish to sort the invoices according the the order numbers, like I used to do. Now I can't?
1 Comment 1
Mark_R
Moderator

I can't seem to Sort my invoices with a custom field that I added to the Standard invoice template. I used to be able to. Is it an update? Can I change the settings?

Welcome to the QuickBooks Community!

 

I'm here to help ensure you can sort your invoices with a custom field.

 

Before we start, may I know which page you sort your invoices? Any additional information would be greatly appreciated.

 

If you're referring to the Invoices page, you'll want to ensure you add a column for the custom field and click it to sort it out.

 

If you still won't be able to sort it out, let's perform some troubleshooting steps. It's possible that the browser you're using had a data issue, thus causing QuickBooks to act weirdly. To verify, let's log in to your QuickBooks Online (QBO) account using a private browser. To do so, press this shortcut key on your keyboard:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Safari: Command Option P

 

If this works, you need to clear the browser's cache so the system can start fresh. If you get the same result while using a private browser, I suggest switching to a different one.

 

Just in case you want to run and customise reports to view all your sales transactions in QBO, you can check out this article for more guidance: Customise reports in QuickBooks Online.

 

Don't hesitate to leave a comment below if you need more information about managing invoices. I'm always here to help.