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mphardware@outlo
Level 1

Suddenly, statements don't print in alphabetical order anymore. They are in order of customer number now. How do I change back so they print in alphabetical order? Thx.

There seem to be other updates to the statement screen, and I don't know if this problem is related to an update. I don't think it's anything I did.
3 Comments 3
Irene R
QuickBooks Team

Suddenly, statements don't print in alphabetical order anymore. They are in order of customer number now. How do I change back so they print in alphabetical order? Thx.

You can produce hard copies of your statements in alphabetical order if your Customer Display Name starts with letters rather than numbers, Mphardware. I'm here to provide you with information on this topic and assist you in achieving your goal.

 

In your QuickBooks Online (QBO), if your Customer Displays Name starts with a digit rather than an alphabet, this can inadvertently cause your statements to be sorted based on those numbers. Consider changing your Customer Display Name to start with letters or words followed by a number to achieve the desired outcome. You can follow these steps to guide you through the process:

 

1. Sign up for your QBO account.

2. Go to Sales, then select Customers.

3. Look for a customer that begins with a customer number to open the customer page, then choose Edit.

4. In the Customer Display Name, interchange the name and numbers. I'll be leaving a screenshot for you to refer to:

 

  • Before interchanging

    CDN2.png

  • After interchanging

    cdn1.png

5. Once done, click Save.

 

Additionally, I've added these resources to help you manage customers' payments, keep track of your customer transactions, and add more details to your reports inside QBO:

 

 

Let me know in the comments below if there is anything else I can help with your QBO statements. I'm just a notification away.

M H
Level 1

Suddenly, statements don't print in alphabetical order anymore. They are in order of customer number now. How do I change back so they print in alphabetical order? Thx.

I am having this issue, as well.  The only difference being that statements are now printing out by "statement no."  There are no numbers in my customer name display.  It just all of a sudden changed from last statement period when it was printing in the preferred alphabetical order.

 

Jelayca V
QuickBooks Team

Suddenly, statements don't print in alphabetical order anymore. They are in order of customer number now. How do I change back so they print in alphabetical order? Thx.

Let's go through a few steps together to troubleshoot and print customer statements alphabetically by name in QuickBooks Online (QBO), @M H.

 

To begin, consider reordering your customer list on the Customers page by clicking the Sorting icon, and then try printing the statement again.

sample.jpg

 

If the issue persists, consider accessing QBO using a private or incognito window. Sometimes, web browsers accumulate cached data, which can affect performance and lead to unusual behaviors when printing customer statements.

 

Depending on your browser, you can use the following shortcuts:

 

  • Google Chrome and Microsoft Edge: Ctrl+ Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P
    sample.jpg

 

If you can print the statement correctly, please return to your regular browser and clear the cache for a fresh start. Additionally, switching to other supported browsers could also be worth a shot. 

 

I'm adding this article to assist you in receiving and recording invoice payments in QBO: Record invoice payments in QuickBooks Online.

 

You can also visit this resource to review recorded transactions and their statuses in the Sales menu:  View sales transactions in QuickBooks Online.

 

I’m here to help, so if you have further questions about customer statements in QBO, please click the Reply button below. I'll respond promptly.

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