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How to sort the customer list by last name

SOLVEDby QuickBooksQuickBooks Online65Updated 1 month ago

In QuickBooks Online, you can manually re-sort the customer list by last name first.

Note  If a customer is a sub-customer, the sub-customer is sorted within the parent customer.

To make your customer names show as last name first, you need to edit each customer one at a time:

  1. Go to Customers & leads and select Customers (Take me there).
  2. Select the customer's name then Edit.
  3. Change the Display name as field so it shows the last name first. If there’s no option to change in the Display name as dropdown, enter the First Name and Last Name in the appropriate fields then select the dropdown again.
  4. Select Save and close.

Now you're able to sort the customer list by last name first.

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