I'm here to help order your customer's Company Name alphabetically instead of their contact names, @cjcarlettiwest.
To do this, let's ensure to edit all your Customer display names. This way, it will show the company name alphabetically in the list.
Here's how you can edit them:
- Log in to your QBO account.
- Go to the Sales menu.
- Select the Customers tab.
- Click the customer's name.
- Choose the Edit button.
- In the Customer display name section, enter the name of the company.
- Once done, click Save.
Then adjust the order of the names to it's company by clicking on the arrow. See the screenshot below:
On top of that, you can also check out this article to learn more about how you can organize your customers' list: Add and manage customers in QuickBooks Online.
As always, I'll be glad to help you if you have other concerns handling your customer lists in QuickBooks. Have a pleasant day!
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