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Supplier and customer - sort by

CWJDE

Before things were once again 'unnecessarily tweaked' we could sort suppliers and customers by name and balance-- now it has gone and I would like to see it back.

Status: New
Vote now if this is a good idea
3 Comments
JamaicaA
QuickBooks Team
QuickBooks Team

I recognize how the changes impacted you and your work, @CWJDE. I'll provide some information regarding the sort option in a report.

 

The sort drop-down menu is currently unavailable in the new experience. Group, Filter, General options, and Columns are the only icons obtainable.

 

You'll want to select the Switch to classic view to return to the old experience. From there, you'll be able to sort customers or vendors according to their names and balances. Here's a screenshot for reference:

 

To learn what else you can do with reports in the program, visit this guide: Customise reports in QuickBooks Online

 

Lastly, refer to this article if you need to save it with its current customization: Memorise reports in QuickBooks Online.

 

In case you have any other follow-up questions about running reports in QuickBooks, you can always get back to me in this thread. I’ll be around ready to help you.

Mark Armistead
Level 7

So what happens ATFER the classic view disappears....d'oh.

JessT
Moderator
Moderator

Hi Mark,

 

While we don't have communication with the Group by and Sort by filters on the report, I encourage you to send feedback to our product engineers. This way, they can create some changes in future updates.

 

  1. Select Settings ⚙, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

 

If you have other questions in mind, feel free to go back to this thread.

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