Re-sort lists in QuickBooks Desktop
by Intuit•1• Updated 4 months ago
Find out how re-sorting helps you with your lists in QuickBooks Desktop.
If you notice any odd behavior in your primary names list, Item list, or Chart of Accounts, re-sorting will help you fix them. It makes your lists go back to its default order. So if you have manually changed the order of your list, re-sorting will undo these changes.
Note: If you’re in multi-user mode, make sure to switch to single-user mode before you start re-sorting.
Re-sort primary name list in QuickBooks for Windows
This is the list of your customers’ jobs, vendors, employees, and other names. You can re-sort them in different ways. Here’s how.
From the Banking menu
- From the Banking menu, select Write Checks.
- Select the Pay to the order of field, then press Ctrl+L on your keyboard.
- Select the Include Inactive checkbox. If it's grayed out, there are no inactive names.
- Select the Name ▼ dropdown, then select Re-sort List.
- Select OK.
- Close and reopen your company file.
From the Find window
You can use this if you don’t have banking permission.
- From the Edit menu, select Find.
- Select the Advanced tab.
- From the Filter list, select Name.
- Select the Name ▼ dropdown, then press Ctrl+L on your keyboard.
- Select the Include Inactive checkbox. If it's grayed out, there are no inactive names.
- Select the Name ▼ dropdown, then select Re-sort List.
- Select OK.
- Close and reopen your company file.
From the General Journal Entry window
- From the Company menu, select Make General Journal Entries.
- Select the Name column, then press Ctrl+L on your keyboard.
- Select the Include Inactive checkbox. If it's grayed out, there are no inactive names.
- Select the Name ▼ dropdown, then select Re-sort List.
- Select OK.
- Close and reopen your company file.
Re-sort lists in QuickBooks for Windows
- From the Lists menu, select the list you need to re-sort.
- Select the Include Inactive checkbox. If it's grayed out, there are no inactive names.
- Go to the View menu, then select Re-sort Lists.
- Select OK.
- Close and reopen your company file.
If you saved your Item List or Chart of Accounts numerically, QuickBooks re-sorts them based on their first three digits.
To make sure to sort them in order, you can add 1 to 3-digit number prefixed to each item or account number.
Re-sort lists in QuickBooks for Mac
You can also re-sort your lists if you’re using QuickBooks Desktop for Mac. Here's how you do it.
Re-sort your customer list
- Go to the Customer Center.
- Select Edit at the top left of QuickBooks.
- Select Re-sort List.
- Select OK.
Re-sort your primary names list
- From the Banking menu, select Write Checks.
- Place the pointer in the Pay to the Order Of field.
- On your keyboard, press cmd ⌘+L key.
- Select the All Names checkbox.
- Select Edit at the top left of QuickBooks.
- Select Re-sort List.
- Select OK.
Re-sort chart of accounts, items, or classes list
- From the Lists menu, select either Chart of Accounts, Items, or Classes.
- Select the All Names checkbox.
- Select Edit at the top left of QuickBooks.
- Select Re-sort List.
- Select OK.
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