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Level 1

Re sorting a list

There is probably a simple solution for my question but... when I enter a new customer to my customer list, it saves it at the top of the list. I want it to be placed alphabetical. How do I make my list stay alphabetical even when I enter new customers? I see the re-sort option on the edit drop down and when i click it it asks 

"Are you sure you want to return this list to its original order?" I am not sure what this means and don't want to lose my extensive customer list so I haven't clicked it. Please help me.

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QuickBooks Team

Re sorting a list

I've come to show you all the ways you can control your customer list, @AT74!


Allow me to share information first about the Re-sort list feature in QuickBooks. 


The re-sort list will undo any special order you’ve applied to the list. This technique is often used to address possible data corruption within the program.


When adding a new customer, QuickBooks saves it at the top of the list. You can use the cursor to move their names manually, so it’ll be placed alphabetically. I’ll show you how:

 

  1. Select the Customer menu.
  2. Choose Customer Center.
  3. Under the customer list, point the cursor to the customer name.
  4. Drag the name and place it accordingly.


We can automatically set the list to alphabetical order when we’re running a report. Just make sure to use the Ascending order option. Here’s how:

 

  1. Go to the Reports menu and then select Customer & Receivables.
  2. Choose a report.
  3. Click the Customize Report button.
  4. Select the Ascending order.
  5. Press OK.


I’ve added an article that tackles the newest and improved features in QuickBooks Desktop for Mac 2021. This will help you establish smoother transitions and increases your productivity moving forward.


Should you have other concerns besides sorting, please do let me know. I’ll be more than happy to assist further.

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