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A
Accounting4050-2020
April 16, 2024
Question

Invoice: sort by name within the invoice

  • April 16, 2024
  • 1 reply
  • 0 views

I use the "Name" column and I want to be able to have XYZ show up before ABC automatically.  Right now, I have to manually move each ABC entry after XYZ if both entries are for the same date. If I add more time and re-sort in date order, I have to manually move the entries again.  Huge time waster on a 15 page invoice.

1 reply

R
RheaMaeH
April 16, 2024

Hello there, Accounting. Thank you for reaching out to the Community.

 

Helping you achieve your task is my priority. To enable me to provide you with an appropriate solution, could you please provide me with where you wish to sort the names or provide further details about sorting names within the invoice? Additionally, if you can attach a screenshot of your screen, it would aid in better visualization. Any additional information will be much appreciated.

 

I'll keep an eye out for your response, and should you have any QuickBooks-related concerns, please don't hesitate to include them. We're glad to assist you anytime.

A
Accounting4050-2020Author
April 16, 2024

I'm getting an error when I try to reply:  "authentication failed"

 

K
KayePe
April 16, 2024

Hello there. Thanks for coming back here in the Community space. Let me assist you further with sorting by name in the invoice using QuickBooks Desktop (QBDT).

 

Beforehand, note that you'll be prompted by an Authentication Failed error when trying to reply to the QuickBooks Community Online Forum without logging in to your account. To reply, you must sign in to your account first. I'll help you on how:

 

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Moreover, we would like to ask for further information regarding your concern. We want to make sure we provide the resolution you need. Any additional information would be a great help.

 

Feel free to visit us anytime here in the Community space for any follow-up concerns. We'll be happy to assist. Have a great day ahead!

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