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jeffdeuel
October 13, 2024
Question

I used to be able to sort my unreviewed mileage from highest to lowest. Is that ability gone now, or am I just not seeing it?

  • October 13, 2024
  • 1 reply
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1 reply

I
Ivan_G
October 13, 2024

I can see the importance of being able to filter your miles from highest to lowest, Jeff. I'm here to share a workaround with you.

 

Please know that we've made some changes/updates, and currently, the option to organize Unreviewed miles from highest to lowest is unavailable. Alternatively, you can download your trip data and sort them in Excel according to your preference. This action exports all your mileage transactions.

 

To proceed, please refer to the steps I've added below:

 

  1. Log in to your QBSE account on your regular browser.
  2. Go to the Miles menu.
  3. Click the dropdown arrow beside the Add trip option.
  4. Select Download trips.
  5. Open the download file in Excel and highlight all data.
  6. Double-click on the highlighted mileage.
  7. Pick Sort and then Custom Sort.
  8. Choose Distance from the Sort by dropdown, Values for Sort On, and Largest to Smallest on Order section.
  9. Hit OK. Then, manage your data accordingly.

 

You may also review this article that tackles how the system computes your mileage reductions: Learn how QuickBooks Self-Employed calculates mileage deductions.

 

Tag me on this thread if you have follow-up queries about managing your mileage in QuickBooks by replying to this thread. I'll be here to help you every step of the way.

J
jeffdeuelAuthor
October 13, 2024

Was sorting an option previously?

A
Aldren18
October 13, 2024

I know how important this feature is to you, Jeff. To clarify your question, sorting by highest to lowest mileage was a feature in previous versions of QuickBooks Self-Employed. However, recent updates have modified this functionality.

 

QuickBooks Self-Employed (QBSE) doesn't currently provide the functionality to sort unreviewed miles directly. Nevertheless, you can download your mileage data and organize it in Excel. This method enables you to manage and analyze your trips effectively. Please follow the detailed steps outlined by my colleague above for guidance.

 

Furthermore, I'll share these valuable resources to help you maximize your use of QBSE. These resources will enhance your ability to manage your mileage efficiently, streamline your workflow, and assist you in making informed financial decisions:

 

 

As you move forward, remember that our Community is here to help with any QuickBooks questions you might have. Whether it's about mileage or something else, we're just a click away to offer support. Keep the conversation going, and reach out by posting or replying below. I wish you a smooth and successful journey ahead.

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