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mail19
Level 3

How do you get customer lists to sort alphabetically when creating/editing invoices?

When creating/editing invoices QBO used to sort the list on the left alphabetically. ALL customers would be displayed. The display now only shows "recent customers" and sorts by most recent instead of alphabetically. To me, the functionality has been greatly diminished. I have many Parent companies where there are dozens of Sub-companies. Come billing time I cannot simply go down the list, A-Z, it's pretty much a random gong show. This is time consuming and prone to errors (Missed billing for example). I don't know that everyone will agree with me but having to hunt by having to manually type in a customer name is not efficient or intuitive. It is not clear why Intuit went backwards in terms of useability but I am wording if anyone has found a workaround for this problem?

1 Comment 1
Erika_K
QuickBooks Team

How do you get customer lists to sort alphabetically when creating/editing invoices?

I've got you covered, mail19. I'll guide you through the troubleshooting steps to ensure you can sort your customer lists alphabetically when creating or editing your invoices.

 

You can start by refreshing your browser to see if that resolves the issue. Sometimes, a simple refresh can clear up temporarily stored data that might be causing problems.

 

If the issue persists, try logging into your QuickBooks Online (QBO) account using a private or incognito window. Cached data in your browser can cause problems and using an incognito window creates a clean browsing session without stored cookies or history, potentially resolving the issue.

 

Refer to the following keyboard shortcuts specific to your browser type:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + N
  • Safari: Command + Shift + N

 

If the private browsing session works, clear your browser's cache to refresh the system. Ensure you're using a supported and updated browser for optimal QuickBooks performance. 

 

Additionally, I've compiled a set of valuable resources to help you effectively manage your invoices and streamline your sales activities:

 

 

You can always share any sales-related questions in the comments. The QuickBooks Community is available 24/7 to provide support and guidance.

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