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userjosh6
May 14, 2024
Question

How do I get the customers list to sort by "name" alphabetically? I can click the sort button but it doesn't have any discernable order.

  • May 14, 2024
  • 1 reply
  • 0 views
I'm using the "customers" tab and clicking on "unbilled income" when this issue occurs.

1 reply

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Trish_T
May 14, 2024

Hello userjosh6,

 

It's a pleasure to see you in Community.  Welcome!  QuickBooks Online enables you to sort your customer list alphabetically.  I would be happy to show you how!

 

You can click on the Name column to resort the list, or follow these steps to re-sort the customer list by last name first;

 

1. From the left menu, open Sales, then Customers

2. Select the customer's name then Edit

3. Change the Customer display name field so it shows the last name first

4. Hit Save.

 

If you have any other questions, please feel free to reach out again.  We are here to help!

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userjosh6Author
May 14, 2024

Thanks for the response. This works in the customers tab, but once I filter for "unbilled income" the sorting no longer is working. Could this be a software glitch?

 

Additionally, the customer name is a company so I don't want it to show a last or first name, just the company name. Projects show up with a project number, which I'd like it to sort by. Most project look like "155-002 - Customer Name"

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Trish_T
May 14, 2024

Hi userjosh6,

 

Thanks for getting back to me here.  Your time is valuable and I feel you would benefit more by contacting our Customer Care team at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST. With your consent, they can connect with you virtually and navigate you through the process, to ensure you're able to accomplish your QuickBooks goals without delay!

 

Should you have any other questions, touch base with us again.  We would be glad to assist!

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