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CaroylD
Level 1

Customer List

How do I sort my customer list by date entered? It has always been that way but I touched something and the order is now alphabetical.

4 Comments 4
JenoP
Moderator

Customer List

I'll show you how you can rearrange the list in your Customer Center, CaroylD.

 

Let's resort the list to get it back to the original order.  If you have accidentally changed the order, this process will undo changes. Please follow these steps:

 

  1. Go back to list of customers.
  2. Click the View menu and select Resort List

Here's an article about resorting list for more details: Re-sort Lists.

 

You might have also clicked the name bar in your Customer Center that changed the way they're arranged. Click the name bar once again to get it back to the original order.

 

Please keep me posted if you need anything else. 

resort list.PNG

 

reorder.PNG

 

 

 

 

 

LydiaMAC
Level 3

Customer List

I have the same issue (Customer Sort not Alpha), but keep having to perform this sort everytime I leave the window. How do I permanently set it to a certain default sort?

LydiaMAC
Level 3

Customer List

I have this same Issue (customer name sort), but I can't keep doing the resort everytime I leave the window. Is there a location of where the default can be set?

Angelyn_T
QuickBooks Team

Customer List

I'd be glad to help share information about sorting customer lists in QuickBooks Desktop (QBDT), @LydiaMAC.

 

The default sorting of the customer's list is in the alphabetical order. This works as designed in QBDT. However, you can follow the steps provided by JenoP to resort the list or click the Name bar to change the order of your customer list.

 

I know how important this option for you and your business. I'll do take note with this and pass along the suggestions to our product developers. This way, they'll be able to know and work on this in the future.

 

In case you have any other QuickBooks concerns in the future, you can check our help articles: Help articles for QuickBooks Desktop.

 

Stay posted if you have any other questions about sorting customer list. I'm always here to help.

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