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fpbinvestor123
January 7, 2019
Solved

How to sort account quick report by the amount

  • January 7, 2019
  • 4 replies
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Hi 

I have a question, it's year ending and I need to check most of the transactions for a couple of months ago.  Is there a way to sort them by the amount? 

For example, I need to find two identical amounts one with minus as it was an expense and the other one is with plus as it was an income. Like -50.00 and 50.00. Usually, I have the delay between expense and income in 2 months. 

I really hope there is some way to sort it. 

Thank you

Best answer by VivienJ

It's great to have you again here in the Community, fpbinvestor123.

 

Thanks for sharing detailed information and example on how you want to run the Account Quickreport in QuickBooks Online. Allow me to provide some insight about this and guide you through. 

 

The option to automatically sort this report by amount is currently unavailable. As a workaround, you'll want to place the amount column in the first part, then sort it by descending or ascending order. 

 

Here's how:

  1. Go to Accounting in the left panel, choose Chart of Accounts. 
  2. Locate the account you need, then select Run Report from the View Register drop-down.
  3. In the Report period fields, enter the dates you want. 
  4. Click the Customize button and expand the Rows/Columns section. 
  5. Select the Change columns link. 
  6. Under the Select and reorder columns section, drag the Amount box to the top by pressing and holding the 9-dotted square. 
  7. Click Run Report (see screenshot 1 below). 
  8. When your back in the Account QuickReport page, choose the Sort arrow and pick Ascending or Descending (see screenshot 2). 

 

We recognize that each company has unique needs and I can see how having the ability to sort reports by amount would empower your business. I'll prepare a feedback statement to send to our product engineers.

 

You can also let your voice be heard by sending it directly to them as a suggestion. This way, they'll be aware of the changes we both want to see in the future. 

 

To submit yours, just go to the Gear icon, then select Send Feedback Online. 

 

Don't hesitate to let me know if you have other questions in mind. Have a great day!

4 replies

V
VivienJAnswer
January 7, 2019

It's great to have you again here in the Community, fpbinvestor123.

 

Thanks for sharing detailed information and example on how you want to run the Account Quickreport in QuickBooks Online. Allow me to provide some insight about this and guide you through. 

 

The option to automatically sort this report by amount is currently unavailable. As a workaround, you'll want to place the amount column in the first part, then sort it by descending or ascending order. 

 

Here's how:

  1. Go to Accounting in the left panel, choose Chart of Accounts. 
  2. Locate the account you need, then select Run Report from the View Register drop-down.
  3. In the Report period fields, enter the dates you want. 
  4. Click the Customize button and expand the Rows/Columns section. 
  5. Select the Change columns link. 
  6. Under the Select and reorder columns section, drag the Amount box to the top by pressing and holding the 9-dotted square. 
  7. Click Run Report (see screenshot 1 below). 
  8. When your back in the Account QuickReport page, choose the Sort arrow and pick Ascending or Descending (see screenshot 2). 

 

We recognize that each company has unique needs and I can see how having the ability to sort reports by amount would empower your business. I'll prepare a feedback statement to send to our product engineers.

 

You can also let your voice be heard by sending it directly to them as a suggestion. This way, they'll be aware of the changes we both want to see in the future. 

 

To submit yours, just go to the Gear icon, then select Send Feedback Online. 

 

Don't hesitate to let me know if you have other questions in mind. Have a great day!

    F
    fpbinvestor123Author
    January 8, 2019

    Thank you so much Vivien for such detailed response. I really appreciate it. 

    V
    VivienJ
    January 8, 2019

    Don't mention it, fpbinvestor123!

     

    I'm glad I was able to help you with your concern. Come back to the Community if you ever need more help- we are ready,waiting, and excited to help you.

     

    More years to your company!

     

     

    AlexV
    AlexV
    July 17, 2019

    Welcome to QuickBooks Community, AlexPais.

     

    As what RoseMarjorieA mentioned above, sorting an account quickreport by the amount is currently unavailable. It only allows you to sort by date.

     

    I'll surely forward your suggestion to our developers. Rest assured your voice will be heard, and they'll consider implementing this in the future.

     

    Let me know if you have other concerns about reports.

    C
    christopherjhoh
    June 10, 2020

    It looks like sort by amount has not been added yet -- June 2020.  It's really needed, and it's a basic function.  I have to export into a spreadsheet and sort there, then go back into QuickBooks to update, then do a new spreadsheet and turn that into a report.  That's a lot of extra steps and a surprising and disappointing gap for a program that usually shows good planning and functionality.  

      MJoy_D
      MJoy_D
      June 10, 2020

      Hello, @christopherjhoh. 

       

      That feature is still unavailable in QuickBooks Online (QBO), the ability to sort the report by amount. I can see that it would be a great addition to the current features that we have. In the meantime, you can try all the workarounds they provided above.

       

      I'd also recommend you visiting our Blog to learn what new updates and features we have. 

       

      Here's more information on how to run reports in QuickBooks Online. Also, the following article on how to customize reports in QuickBooks Online.

       

      Stay in touch if you have other concerns by leaving a comment below. I'm always glad to help in any way I can.​ Have a great rest of the day. 

      A
      alexbcook
      April 30, 2021

      Here we are, 2.5 years after this was originally posted, and still not solved. I'm sorry QBO, this is just not good enough. The ability to sort by the amount should have been the first thing added, and should be the default. 

       

        A
        accountant copy failed
        October 9, 2023

        How is it possible that this is still an issue? How hard can it be to make it sortable by Amount? I can't believe this is missing. HUGE waste of time. Is this something that you have to be above QBO Advanced to get?

        J
        Jelayca V
        October 9, 2023

         I understand important this feature could be for you, @accountant copy failed. 

         

        The ability to automatically sort reports by amount is currently unavailable in QuickBooks Online (QBO). As a workaround, you may export the report to Excel and customize it there. To do this, simply click on the Export icon and select Export to Excel.

         

        That's going to get you back on track. I will also send our Product Development Team feedback so that they have a chance to look at the issue and fix it for you.

         

        You may also be heard by sending it directly to them as a suggestion. In that way, they'll be aware of the changes we both want to see in the future. 

         

        Here's how:

        1.  go to the Gear icon
        2.  Select Feedback. 

         

        Here's more information on how to run reports in QuickBooks Online. Also, a  following article on how to customize reports in QuickBooks Online. 

         

        Don't hesitate to reach us again if you have further inquiries about reports. I'll be of help. Have a great day ahead!

         

        A
        alhooks
        March 4, 2024

        This is absurb. I'm a CPA and work in many different clients' books. I drill down into balance sheet and income statement detail. It displays as a "Transaction Report". I can sort on stupid stuff, like AP Paid, AR Paid, Check Printed, Qty, Rate and many others EXCEPT the fricking AMOUNT! Yes, I know I can download it but it takes time and time is money in our business. Along with date and name, the Amount is the most important field in a transaction. This is yet another example of an egregious failure of Intuit to listen and deliver on what its customers want.

         

        QB mods - please do us all a favor by not responding to my post, unless this is fixed. No need to regurgitate all of your previous responses.

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