Arrange Income by Customer Summary report in alphabetical order

gfle · ‎May 28, 2020

Does anyone know how I can arrange the "Income by Customer Summary" in alphabetical order by customer name? A few months ago we added a few new customers and they are going to the top of the report (not in alphabetical order). I tried customizing the report and there isn't an option for this.

Thanks!

Candice C · ‎May 28, 2020

Greetings, @gfle.

I can point you in the right direction of where you can re-sort your lists to help resolve this issue in the Income by Customer Summary report. It only takes a few easy steps, just follow below.

Go to the Customers menu.
Select Customer Center.
Press Edit at the top left of QuickBooks.
Pick Re-sort List.
Tap OK.

You can learn more about re-sorting lists through this link.

It's my priority that you're able to get this resolved. Happy Thursday!

View solution in original post

Candice C · ‎May 28, 2020

Greetings, @gfle.

I can point you in the right direction of where you can re-sort your lists to help resolve this issue in the Income by Customer Summary report. It only takes a few easy steps, just follow below.

Go to the Customers menu.
Select Customer Center.
Press Edit at the top left of QuickBooks.
Pick Re-sort List.
Tap OK.

You can learn more about re-sorting lists through this link.

It's my priority that you're able to get this resolved. Happy Thursday!

View solution in original post

gfle · ‎May 28, 2020

Thank you! That worked!

Topics

Training

Community

Resources

Arrange Income by Customer Summary report in alphabetical order