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cpccc
Mar 14, 2025 3:50 PM UTC
Solved

Cannot Sort by Category/Product/Service amount

After QBO changed "Amount" to "Category/Product/Service amount" I am no longer able to sort by this field in a transaction report. Is this a bug, is there a modern view report that allows sorting by transaction amount, or is this a new "feature"?

JeraldRAnswer
Mar 14, 2025 5:21 PM UTC

Hello, @cpccc. The sorting option you're seeing is part of the new update for the modern view report in QuickBooks Online. To sort the amount in your transaction report, you can export it to an Excel file and then edit it from there. I'll elaborate on the details below.

 

To achieve this, you have to open your transaction report and then export it to Excel. Here's how:

 

  1. From the Transaction Report window, find the More Actions dropdown.
  2. Choose the Export to Excel option.
  3. Select the downloaded file to open it and then sort the amount.

 

Additionally, here is a guide on how to customize reports in QuickBooks Online to highlight the details that are most important to you.

Lastly, if you require assistance of your accounts and reports, our QuickBooks Live Expert Assisted service offers guidance to elevate your QuickBooks usage. 

 

For more queries about your transaction reports in QuickBooks Online, feel encouraged to reply in this thread. We're here to guide you.

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4 replies

JeraldRAnswer
Mar 14, 2025 5:21 PM UTC

Hello, @cpccc. The sorting option you're seeing is part of the new update for the modern view report in QuickBooks Online. To sort the amount in your transaction report, you can export it to an Excel file and then edit it from there. I'll elaborate on the details below.

 

To achieve this, you have to open your transaction report and then export it to Excel. Here's how:

 

  1. From the Transaction Report window, find the More Actions dropdown.
  2. Choose the Export to Excel option.
  3. Select the downloaded file to open it and then sort the amount.

 

Additionally, here is a guide on how to customize reports in QuickBooks Online to highlight the details that are most important to you.

Lastly, if you require assistance of your accounts and reports, our QuickBooks Live Expert Assisted service offers guidance to elevate your QuickBooks usage. 

 

For more queries about your transaction reports in QuickBooks Online, feel encouraged to reply in this thread. We're here to guide you.

cpcccAuthor
Mar 14, 2025 6:03 PM UTC

Okay, i was afraid this would be the answer. Thanks.

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