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office-kedemllc
Level 2

Can I sort the customer list into numerical order? it shows unit 10, 1, 15 etc

 
Solved
Best answer May 13, 2020

Best Answers
JasroV
QuickBooks Team

Can I sort the customer list into numerical order? it shows unit 10, 1, 15 etc

Thanks for the clarification, @office-kedemllc.

 

In QuickBooks Online (QBO), the sub-customer is sorted within the parent customer. It'll automatically sort the first letter name of your employee in alphabetical order. Then, the numbers are also automatically arranged in ascending order from smallest to biggest. 

 

Ensure you use the same spacing in numbering your unit to be sort accordingly. I've attached an image below for visual reference. 2.PNG

Additionally, I got you this article that you can use for reference. This link provides detailed information on how you can merge your customers in QBO: How to merge accounts, customers, and vendors.

 

Let me know by leaving a comment if there's anything else you need help with. I'm always here to have your back. Keep safe!

View solution in original post

4 Comments
Tori B
QuickBooks Team

Can I sort the customer list into numerical order? it shows unit 10, 1, 15 etc

Hey there, @office-kedemllc.

 

I hope your day is going great so far. 

 

Great news, you can sort your customer list with ease. I've included the steps below to show you how to accomplish this. 

 

1. From the customer list, click on the top bar to resort. 

 

2020-05-13 12_01_43-Window.png

 

That's all there is to it. You can check out How to sort the customer list for more details. 

 

Please let me know if you have further questions or concerns. I'll be here every step of the way. You can always count on us here in the Community to get you back to business. Take care! 

office-kedemllc
Level 2

Can I sort the customer list into numerical order? it shows unit 10, 1, 15 etc

Thank you so so much for your time. I'm doing it, but it's not sorting the sub-units, do you know how to do it?

Ex:

1250 Beach Rd

1250 - Unit 1

1250 - Unit 4

1250 - Unit 11

etc.

JasroV
QuickBooks Team

Can I sort the customer list into numerical order? it shows unit 10, 1, 15 etc

Thanks for the clarification, @office-kedemllc.

 

In QuickBooks Online (QBO), the sub-customer is sorted within the parent customer. It'll automatically sort the first letter name of your employee in alphabetical order. Then, the numbers are also automatically arranged in ascending order from smallest to biggest. 

 

Ensure you use the same spacing in numbering your unit to be sort accordingly. I've attached an image below for visual reference. 2.PNG

Additionally, I got you this article that you can use for reference. This link provides detailed information on how you can merge your customers in QBO: How to merge accounts, customers, and vendors.

 

Let me know by leaving a comment if there's anything else you need help with. I'm always here to have your back. Keep safe!

View solution in original post

office-kedemllc
Level 2

Can I sort the customer list into numerical order? it shows unit 10, 1, 15 etc

That helped me a lot! Thank you so much!

 

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