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dawnjohnson
May 29, 2024
Question

Why is the Estimate Summary on progress invoices in random order? Is there a way to fix this so it's in numerical order?

  • May 29, 2024
  • 4 replies
  • 0 views
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4 replies

SheandL
May 29, 2024

Hi there, dawn. Let me help you sort out your transactions alphabetically in your QuickBooksOnline (QBO) account.

 

If you're referring to the Estimate & Progress Invoicing Summary report, please know the ability to customize the details in numerical order is unavailable.

 

The report sorts transactions alphabetically by your customer or project's name and then groups them by transaction dates. Hence, the reason they're not sorted in numerical order.

 

To sort the data in this report numerically, you export it to Excel. After exporting, you'll be able to customize the report in Excel to suit your specific preferences.

 

To do so, here's how:

 

  1. Go to Reports.
  2. In the search field, input the Estimate & Progress Invoicing Summary Customer.
  3. At the top of the report, click the Export icon beside the print icon.
  4. Select Export to Excel from the dropdown.
  5. Save the file in a location that is easy to find, such as your Downloads folder or your desktop.

 

On the other hand, if referring to estimate and invoice summary orders in QBO, it's important to note that they're categorized based on when the invoice creation date. This means that the orders are listed from the oldest to the newest date.

 

Additionally, let me share this article with you for guidance in personalizing a report in modern view: Customize reports in QuickBooks Online.

 

Feel free to get back to this post as soon as possible if you have other questions regarding making this report in numerical order. I'll be sure to help you anytime.

dawnjohnsonAuthor
May 29, 2024

I'm sorry, I guess I was not clear on my question.  I'm not asking about a report generated by QBO but about the estimate summary that is optional to include on the bottom of invoices.  In the attachment, you can see that my customer has MANY invoices yet there is no rhyme or reason to the order (numerical would make sense because that would also be date order).  This is for a single project so it does not have to do with a customer or project.  Is there not a way to organize this?  It makes no sense. 

ChristineJoieR
May 29, 2024

I know you require additional functionality preferences about progressive estimates and invoice orders in QuickBooks Online, Johnson. I'm here to provide more information about this feature.  

 

The Invoice Estimate Summary is organized based on the invoice date order. The sequence is arranged from the oldest to the newest invoice date.

 

We appreciate your patience and understanding as we strive to make QuickBooks Online as comprehensive and user-friendly as possible, and we would like to send our heartfelt gratitude for being with us and using QuickBooks Online.

 

Since there isn't a way to rearrange the summary based on invoice numbers, we can submit your suggestion to our product developer.

 

Please see the steps below:

 

  1. Go to the Gear icon.
  2. Under the Profile column, select Feedback.
  3. Share your suggestion, then click Next.

 

You'll want to track your suggestions through this website. You can also visit our blog to keep up with our recent events and developments.

 

Moreover, if you want to pull up your sales transactions, I'm adding this page to see the complete procedure on how to do it: Run reports in QuickBooks Online.

 

If you have other questions about managing sales transaction, add them below. Please don't hesitate to reach out if you have suggestions or concerns. Your satisfaction is our top priority.

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