QuickBooks Point of Sale Help: Sort & Scroll Record Lists


Record lists can be sorted in either ascending or descending order by the information in the column or columns you choose.
There are two list types in Point of Sale, with slightly different capabilities. Choose the list type you are working with for more information:

Item, Customer, Sales History, or Receiving History lists

This information applies to your item, customer, sales history, and receiving history lists.

sort_indicator denotes the column and order by which the list is currently sorted.

QuickBooks Point of Sale Help Listing of Sales History

 

To sort a list:

  • Click or touch any column header. The list is sorted by the values in that column. Click the same column header a second time to reverse the sort order in that column (ascending or descending).

 

To scroll to a record:

  • Click a column header to sort the list as needed.
  • Use the right-side scroll bar to move up/down through the list.

 

All other lists

This information applies to department, vendor, employee, customer order, purchase order, transfer history, and adjustment history lists.

In column headings, a blue_sort_indicator indicates columns by which the list can be sorted and a QuickBooks Help Green Indicator denotes the column and order by which the list is currently sorted.

QuickBooks Point of Sale Help List with Columns

 

To sort a list:

There are two ways to change the column by which this type of list is sorted.

  • Click or touch any column header displaying a QuickBooks Help Blue Indicator to sort by the values in that column. Click the same column header a second time to reverse the order of the sort (ascending or descending).
  • Right-click anywhere in the list, and select Sort List by and then choose a sort column from the choices displayed, or select Sort on multiple columns. If sorting by multiple columns, up to three columns can be selected in sort priority.

 

To go to a specific record in the sorted column:

  1. Sort the list as described above.
  2. Begin typing the first few characters of the column entry for the record you wish to locate. The characters are not displayed as you type, but you are taken to the closest matching record.

Note: If you are sorted on multiple columns, the first column selected is the active column for purposes of this feature.

 

To scroll to a record:

  1. Select a sort column.
  2. Use the right-side scroll bar to move up/down through the list.

The scrolling indicator (see picture above) shows the record you are on as you scroll through the list. Release the scroll bar to access the displayed record. Note that the scrolling indicator displays the values in the currently sorted column.

 

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