Skip to main content
F
Frederico
December 20, 2020
Solved

Newly Added Customers Will Not Sort Alphabetically When Generating Reports, Statements or Invoicing, etc.

  • December 20, 2020
  • 3 replies
  • 0 views

As in the subject line:

Newly Added Customers Will Not Sort Alphabetically When Generating Reports, Statements or Invoicing, etc.

 

This has been bugging us for awhile now, and it's only getting worse as we add new customers. We have about 30 new customers now that appear at the very top of a list in a A/R Summary Report, or when generating Statements or Invoices; all of our existing customers (pre-2020) sort properly after the unsorted new customers; each new customer appears at the very top of the list(s).

 

It's become very difficult for our bookkeeper to execute her workflow, as she cannot (from memory) predict where in a list she can find a target; eg., is Wagner in the random names at the top, or is it with the rest of the 'Ws' where it belongs?

 

Is there a fix for this?

 

QB Mac 2019 v18.07 R8.1 Build 3386; macOS Mojave 10.14.6 18G6042

Best answer by Catherine_B

Hello there, Frederico.

 

We can start troubleshooting by updating your QuickBooks Desktop to its latest release so the system will have the up-to-date fixes. Then, you can re-sort lists to make your lists back to their default order.

 

Here's how you can re-sort your customer list: 

  1. Go to the Customer Center.
  2. Click Edit at the top left of QuickBooks.
  3. Select Re-sort List.
  4. Then, OK.

For more details in handling QuickBooks Dekstop for Mac, you can check out the QuickBooks Desktop for Mac 2019 User’s Guide page. 

 

I'm just here if you have other questions. Take care and have a great day!

3 replies

C
Catherine_BAnswer
December 20, 2020

Hello there, Frederico.

 

We can start troubleshooting by updating your QuickBooks Desktop to its latest release so the system will have the up-to-date fixes. Then, you can re-sort lists to make your lists back to their default order.

 

Here's how you can re-sort your customer list: 

  1. Go to the Customer Center.
  2. Click Edit at the top left of QuickBooks.
  3. Select Re-sort List.
  4. Then, OK.

For more details in handling QuickBooks Dekstop for Mac, you can check out the QuickBooks Desktop for Mac 2019 User’s Guide page. 

 

I'm just here if you have other questions. Take care and have a great day!

    F
    FredericoAuthor
    December 20, 2020

    That did the trick; Many Thanks! -- Frederico 

    C
    c4ring
    August 6, 2021

    I am having this same issue, however only with my Job Profitability Summary report. There is no resort option available when customizing this report that I can see.

     

    Please help. This will only get worse and worse as we add new jobs.

     

    Thank you.

    D
    DebSheenD
    August 6, 2021

     

    I'll show you how to re-sort the list in QuickBooks, c4ring.

    I'm here to ensure you're able to re-sort the list of your customers. We can do this by going to the List menu. I'll show you the complete process.

    1. Go to the Customers menu. 
    2. Select Customer Center. 
    3. Press Edit at the top left of QuickBooks. 
    4. Click Re-sort List. 
    5. Tap OK. 


    For more information about the process, check out this article: Re-sort Lists in QuickBooks for Mac.

    Additionally, you can also personalize the details in your reports. To learn more, please see this article. Customize Reports in QuickBooks Desktop for Mac.

    I'm only a post away if you need more help in re-sorting your list in  QuickBooks. It's always my pleasure to help you out again.

    C
    c4ring
    August 6, 2021

    That is not my question.

    My customer list is fine. I know how to re-sort it and I did that several weeks ago when I noticed the new jobs going to the top of the list there. 

    What is NOT fine is that my customers are still out of order in the Job Profitability Summary report, with the newest jobs on top alphabetically and older ones below that in alphabetical order.

    My question is, since there is no re-sort option in that report, how do I get my report to stop displaying our jobs in the order it is currently?

    J
    jamespaul
    October 22, 2021

    Hello, synergy11, 

     

    I'll show you where you can locate the File menu in QuickBooks. I'll also throw in another set of steps to help you with the issues in the program. 

     

    The File menu is located at the top-left corner of your screen. The location is the same for both QuickBooks Desktop (Windows) and QuickBooks Mac. Here's a couple of screenshots: 

     

    QuickBooks Mac:

     

     

    QuickBooks Desktop: 

     

     

    Simply hover on Utilities, and select Verify Data. After the process, go back to the Utilities menu again and select Rebuild Data. Follow the prompts again to start the process. 

     

    Just to clarify further, are you also having the same issues stated by Frederico? There are also other steps you can do to resolve this. 

     

    Depending on what product you're using, you can use the Tool Hub to fix the issue in QuickBooks Desktop (Windows). If you're using the Mac version, you can simply reinstall the program with a clean install. 

     

    Here are the articles to help you out: 

     

     

    Do you need help recording your sales transactions in QuickBooks after fixing the issues? Check out the articles here from this topic: Sales and customers.

     

    You're still welcome to reply here if you have any other concerns with reports or other processes in QuickBooks. I'm here to help. 

      F
      FredericoAuthor
      October 22, 2021

      Hi All, for me, on Mac, it was as simple as going to the Customers Menu (I think) and choosing ‘Resort List’ (or something similar.  Go to the Help Menu and type ‘sort’, and any Menu items that contain the term will be exposed. 

      HTH 

       

      Happy Friday 

       

      F

      Terms & ConditionsAccessibility statement