Could you please provide more details about sorting invoices by customer name? Are you saying that you were able to do this before, but now the option has disappeared?
Currently, QuickBooks Self-Employed (QBSE) does not support sorting invoices by name. However, you can use the search function as a workaround to locate the specific invoices you need.
Here's how:
Log in to your QBSE account using a web browser.
Go to Invoices in the left menu.
Search for the invoice name in the search bar.
Alternatively, you can download your invoices as an Excel file and sort them manually. To do this, click the download icon located in the bottom right corner, underneath the Create Invoice button.
Please let us know if you have any further questions or concerns regarding QBSE by commenting below.
Hi, I’m having the same issue with my Self-Employed QuickBooks and those two items that you Redboxed are not available As features on our QuickBooks software, for some reason, they used to be there, but recently the search bar right beside status and date has been removed, and I can’t speak for the other person in this conversation, but that is a vital tool that gets used every day in my business.