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osouthpools-gmai
June 18, 2022
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Is there a way to sort customers by last name without having the last name show up first on the invoice?

  • June 18, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by JenoP

Hi there, osouthpools-gmai.

 

Can you tell us where do you want to sort the names of the customer? We just want to make sure that we give you the right information and steps to help with your question.

 

Please add a reply below to share more details. We look forward to it. 

1 reply

JenoP
JenoPAnswer
June 18, 2022

Hi there, osouthpools-gmai.

 

Can you tell us where do you want to sort the names of the customer? We just want to make sure that we give you the right information and steps to help with your question.

 

Please add a reply below to share more details. We look forward to it. 

O
osouthpools-gmaiAuthor
June 18, 2022

I would like the customer names in "Invoices" and "Customers" tabs to be sorted by last name.  Our company does not want the invoices to say, "Last name, First name" on the invoices and that seems the only way to get an alphabetical sort by last name.  Sorting by first name is pretty much useless for us as everything we have regarding customers is sorted or sortable by last name, except for QB.  Thank you so much for your help on this!

JenoP
JenoP
June 18, 2022

Thanks for getting back here and adding more details about your concern, osouthpools-gmai.

 

QuickBooks Online always uses the first name when sorting out the list in both the Customer and Invoices tab. Although, you can export the list to Excel so you can add more customisation to the list. 

 

Just click the Export icon to download your data. Then, use Excel's function to sort out the list using your customer's last name. 

 

 

 

Product updates and new features are always added improve your experience when using QBO. Customer feedback and suggestions are reviewed by our engineers when new updates are designed.

 

You can send your feedback to them directly from QuickBooks. Here's how:

 

  1. Go to the Gear icon and select Feedback.
  2. Type in your feedback and suggestions about the advertisements in QBO.
  3. Click Next to submit them.

 

You can also access to track all feature requests through the feature request website. Here's the link: https://feedback.qbo.intuit.com/?_ga=2.216120210.58371353.1655657225-49430407.1655657225.

 

Keep me posted if that helps you get the data you need. The Community is always here if you have more questions for us and we'll make sure to answer them for you. 

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