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When putting in customers in for the first time. Is there a way to see them in alphabetical order by there last name??

 
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QuickBooks Team

Re: When putting in customers in for the first time. Is there a way to see them in alphabetical o...

Yes, you can let the last name of your customer display alphabetically, ddgm892013.

 

When setting up a customer, the format of your customer's name in the Display as field should be the Last name and First name.

 

I'll show you how: 

  1. Go to Sales and choose Customers.
  2. Click the New customer button.
  3. Enter the necessary information.
  4. In the Display as field, enter the last name first before the first name.
  5. Click Save.

I've also included the screenshots below: 

 

 

 

 

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