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JLuther
December 5, 2023
Question

Has anyone found a way to report check numbers in the proper numerical sequence in Classic View?

  • December 5, 2023
  • 1 reply
  • 0 views

I am trying to print a Transaction Report by Account, and it's reporting in date order properly, but the checks issued by date are not showing in the proper numerical order, using the Classic View, which I prefer.  The check numbers are in the correct numerical sequence using Modern View, but that is not an ideal report for printing (for us).  Has anyone found a way to get the check number sequence to be correct in Classic View?

    1 reply

    S
    SheandL
    December 5, 2023

    Let me be the first one to welcome you, @JLuther.

     

    Allow me to help you properly sequence your checks by their issued date using the Classic View in QuickBooks Online. We can use the Sort dropdown beside the Add notes on your report page to sort the date correctly. To do so, here's how: 

     

    1. Open the Transactions Report by Account.
    2. Click the Sort dropdown. 
    3. Choose Num on the Sort by dropdown.
    4. Please select whether you want it in Ascending or Descending order. 

     

    For more tips on personalizing your reports in QBO, you can visit this article: Customize reports in QuickBooks Online.

     

    I'm always here to guide you on how you can sort out your check number in a proper numerical sequence. Just click the reply button below to submit your query.

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