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March 26, 2024
Question

Hello, is there a way to sort an invoice before it gets sent out in order of its 'service date' from oldest to newest, and 'product/service' alphabetically?

  • March 26, 2024
  • 1 reply
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1 reply

March 26, 2024

Hello there, Kayla.

 

Sorting invoices by service date is not possible in QuickBooks Online. The system doesn't offer a custom sorting feature based on service date. However, you can sort it manually by service date. By default, invoices are sorted based on criteria like customer names or invoice numbers. 

 

Additionally, I added this article so that you can learn how to create invoices in QuickBooks Online.

 

For future reference, you can click also this article and learn how to receive and record invoice payments in QuickBooks Online.

 

Keep in touch if you still need help with creating invoices and managing items in QBO. I’m always ready to assist further. Have a good one.