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Organising the results of your AR report by column name can effectively enhance your ability to manage and analyse your accounts receivable data, Swebb. I’d be glad to discuss the current capabilities of the AR report in QuickBooks Online (QBO).
In QBO, the AR reports can be customised to some extent. However, sorting by column name in an alphabetical order directly within the report is unavailable.
Yet, you can sort the specific column on your report such as Customer so you can see their names in the first column:
However, to fully sort the customer names in alphabetical order, we'll have to export the report to Excel and organise the data outside QBO:
Furthermore, you can create memorised AR reports with scheduled email reminders for customer statements in QBO. This allows your customers to be notified of their outstanding statements, helping you stay on top of your accounts, and ensuring timely payments.
Sorting reports alphabetically streamlines the process of retrieving and analysing data, allowing you to work more efficiently. If you have any questions in mind about managing reports, I'm just a few clicks away and ready to help.
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