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M
Mart-UK
May 4, 2023
Question

Transaction sort order

  • May 4, 2023
  • 1 reply
  • 0 views

I have pre-fixed each supplier invoice number with a three digit number followed by a space, a hyphen, a further space, then the actual supplier invoice number. This allows me to search supplier invoices in a numerical order in Transactions/Expenses relating to their physical copy which is stored in same numerical order in a pdf back up file on my computer.

 

For me, this is a really useful back check routine to locate any mis-entered invoices.

 

However, when sorting the Transactions/Expenses column, I have found that the QBO order sequence can return some invoices inaccurately out of sequence - which makes no sense as it is a simple numerical sort request.

 

I have checked the invoice field of these invoices in case of a rogue space, but they have all been entered correctly.

 

Very frustrating! It's made my record keeping system completely useless. What's going on here?

1 reply

G
GeorgiaC
May 4, 2023

Hi Mart-UK

 

Thanks for joining the Community.

 

The transaction reference number 'NO.' field can be clicked to sort into ascending or descending order which is based on a numerical and alphabetical basis. If you'd like us to take a closer look at the sorting of your transactions in QuickBooks, please begin a chat so that we can set up a screen share to view this with you. 

 

 

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