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officemanager07
May 9, 2022
Solved

Sorting Aging Summary by first name

  • May 9, 2022
  • 1 reply
  • 0 views

We recently  updated our QB to QB for Macs Desktop 2022. Things seem to be going well. However, when I run an A/R Aging Summary report, I like to sort by first names. I used to hover over the first name in the column and a little arrow would appear which would let automatically sort by first names. Now the list appears and it's not even sorted by last name...I'm not sure how QB is sorting this list. Any magic keys I'm not seeing?

Best answer by Carneil_C

I don't think anyone really understands the issue. I have not run the verify data and rebuild. I see no reason do all of these steps, when the very easy click and sort name column was eliminated. I guess I'm just pointing out that the developers of the newest upgrade eliminated a convenient sorting step and somehow created a rebuild-your-data procedure, that seems totally user-unfriendly, or if it even does what I'm wanting.  Maybe you should put this out in your Q & A area and see if other users of QB for Mac Desktop 2022 have the same question.


I appreciate you for getting back to us, @officemanager07.

 

I can see how this specific feature is beneficial to you and to your business. No worries, I’m here to help you sort out this issue. 

 

At the moment, the drop-down option that allows you to sort names in A/R Aging Summary report in QBDT Mac is unavailable. 

 

Alternatively, I do think this would be a great time to send this suggestion to our Product Development Team. We value your suggestions. This way, our developers can determine what features to add in QBDT's future enhancements. Here’s how:

 

  1. From the QuickBooks menu, choose QuickBooks Feedback and select Product Suggestions in the Type of feedback section.
  2. Fill in the fields with the correct information.
  3. Click Send Feedback.

 

Check out our blog if you want to know more about the updates in QuickBooks Mac: https://www.firmofthefuture.com/product-industry-news/product-updates/.

 

Moreover, feel free to visit these articles about using reports to track specific aspects of your business in QBDT Mac: 

 

 

Please let me know if you need clarification about reports, or other QBDT related concerns. I'll be standing by for your response. Have a great day and stay safe.

1 reply

C
Charies_M
May 9, 2022

Let's get this working for you, officemanager07

 

This crashing behavior is often caused by damaged data. If you haven't tried verifying and rebuilding your QuickBooks Desktop for Mac, I suggest doing so. This helps identify the most commonly known data issues within the file and resolves it.

 

Before we begin with the troubleshooting, let's secure a backup of your company file. Once done, we can proceed to verify and rebuild your data in QuickBooks Desktop. Feel free to follow MayJoyD's steps.

 

You can also check out this article for the detailed steps on running the Verify and Rebuild tool in QuickBooks Desktop for Mac: Resolve data damage on your company file.

 

Get back to me if there's anything I can help you with. I'd be happy to assist you further. Enjoy the rest of the day.

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officemanager07Author
May 9, 2022

My issue is that I cannot sort the NAME column of the A/R Aging Summary Report. I could before in QB for Macs 2019. I can sort the data columns, but not the names. I'm mystified on how this indicates a crash of our data. The report totals are fine and all other tasks are functioning well. To me it looks like a convenient function that was tossed out during the 'updating'. I sometimes wonder if the people that design the upgrades actually use the product. I appreciate the quick reply, but this seems like an answer to a problem I don't have.

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jamespaul
May 9, 2022

Hello, officemanager07.

 

I appreciate your time in getting back to us. I'd like to share some clarifications regarding the name sorting options in QuickBooks Mac. 

 

To clarify, we changed the sorting functionalities in QuickBooks Mac 2022. Instead of clicking on the column header, there is a new drop-down menu right above the header where the sorting options are located. 

 

On the A/R Aging Summary report, let's click on the arrow to open the sorting options. We can take a look at this screenshot to better help us visually: 

 

 

Need more help in managing your reports? Let's take a look at one of these articles for details and steps: 

 

 

Need help managing your invoice payments in Mac? Let's take a look at this article for a guide: Record an invoice payment.

 

Should you have any other questions with other reports, please let me know. I can also work with you again if you have concerns regarding your entries or data. Always here to help. 

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