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October 14, 2020
Question

I like to filter my client list to QBO Clients first, but each time I go in and out of a client's file, my list is back to Alphabetical order. How can I fix this?

  • October 14, 2020
  • 1 reply
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1 reply

Steven_Product Champion
October 14, 2020

Hi Sonyaj, 

 

To prioritise your Client's list to your QuickBooks client's only, on your Clients tab you will want to select the Bookkeeping toggle at the top of your list and to the right of Overview. This will only show you strictly Company File, you normally work on day-today for your clients and removes their Customer names from the list, which you would send them invoices in your own books.

 

When you move around your own books or client's when you return to your client's list it will default to Bookkeeping.

 

Hope this helps,

 

-Steven