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May 24, 2021
Question

How to sort a Transaction Report by Name?

  • May 24, 2021
  • 1 reply
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1 reply

May 24, 2021

Hi there david-mdg-limite,

 

It's important for every business owner to keep track of their finances. QuickBooks Online is a great tool that's able to help you generate reports to help you view different parts of the financials of your business. I can provide some insight about customizing your reports.

 

After running a Transaction report, you can group transactions by certain categories, such as per customer or per supplier. You can find this option in the top section of the report, and click the Group by drop-down. You also have the option to sort transactions in certain ways by clicking on the Sort drop-down located below the Group by option. 

 

If you have any other questions, feel free to reach out here.