Customer List

1357 · ‎January 21, 2019

Now that I have upgraded to 2019 ... new customers are not integrated into list properly and it is no longer alphabetized.

Anonymous · ‎January 21, 2019

We can fix this by re-sorting the customer list, 1357.

QuickBooks sometimes arranges the customer list interchangeably that's why it isn't alphabetized. Let's rearrange it by following these steps:

From the Banking menu, select Write Checks.
Click in the Pay to the order of field then on the keyboard press Ctrl+L to open the master Name List.
Click the Include Inactive checkbox.
Click the Name drop-down and select Re-sort List.
Click OK on the Are you sure you want to return this list to its original order? prompt.

Here's an article for more ways how to do re-sorting: Re-sort Lists.

If you have any questions, please let us know.

qbteachmt · ‎January 22, 2019

@Anonymous

Please learn from thins input. New Customer go to the Top; Intuit started this about 10 years ago. You notice this on Customer reports, such as AR Aging Summary or Sales by Customer Summary.

Open customer center and use View menu > Re-Sort List. You can do All Names, or just Customer. Ctl L = all names. You also can open Chart Of Accounts or Item List and fix them as well. In the List views, you might simply have clicked on a CVolumn to Sort by; Customer Center also allows you to Sort on a column, but New Customers end up at the top alpha-numerically, and only Re-Sort fixes this.

Perhaps @Anonymous will provide a screenshot of Sorting on the Columns in a list view, to be helpful.

Topics

Training

Community

Resources

Customer List

Customer List

Customer List

Need to get in touch?