How to Re-sort Lists in QuickBooks Desktop?

In search of the process to re-sort lists in QuickBooks desktop? If yes, then reading this article would definitely work for you. In case you notice any odd behavior in your master names list, item list, or chart of accounts, then re-sorting will be of much help to resolve such issue This makes the lists go back to its default order. And if you manually change the order of your list, then re-sorting will undo the changes. It should be noted that if you are in multi-user mode, then ensure to switch to single user mode, before you start with re-sorting.

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Re-sorting master name list in QuickBooks for windows

Well, this is the list of the customers’ jobs, vendors, employees, and other names. The user can re-sort them in various ways. This can be done as follows:

From the banking menu

The user will have to select write checks from the banking menu

 And then, choose the pay to the order of field and then press Ctrl + L keys

Now, choose the include inactive checkbox. In case it is grayed out, then there are no inactive names

After that, select the name  dropdown and also select re-sort list

Followed by selecting OK tab

And the last step is to close and reopen company file

From the find window

Use this if you don’t have banking permissions:

For this, the user is supposed to select find from the edit menu

And then, choose the advanced tab

Also, from the filter list opt for the name option

The next step is to select the  name drop down menu and also press ctrl + L keys

Once done with that, select include inactive checkbox. And if it is grayed out, there are no inactive names

Also, the user needs to select the name  dropdown and then choose re-sort list

And also, hit OK tab

The last step is to close and reopen the company file

From the general journal entry window

The very first step is to select the make general journal entries from the company menu

And then, the user needs to choose the name column, followed by pressing Ctrl + L keys

Also, choose include inactive checkbox. And also, if it is grayed out, then there are no inactive names

And also, choose the name drop down , and choose re-sort list

After that, hit OK tab

Lastly, close and reopen the company file

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Re-sort lists in QuickBooks Desktop for Windows

In case the user has saved the item list or chart of accounts numerically, then QuickBooks re-sorts them based on their first three digits.

Re-sort lists in QuickBooks for Windows - Screenshot

To ensure to sort them in order, the user can add 1 to 3-digit number prefixed to each item or account number.

Re-sort lists in QuickBooks for Windows - Screenshot

In this case, the user needs to select the list you need to re-sort from the lists menu

And then, choose the include inactive checkbox. In case it is grayed out, then there are no inactive names

Also, move to the view menu and choose re-sort lists

Followed by selecting OK tab

Re-sort Lists - Screenshot.png

The last step is to close and reopen the company file

Re-sorting lists in QuickBooks Desktop for Mac

The user can re-sort lists in case of QuickBooks desktop for Mac. This can be done as follows:

The user needs to first move to the customer center

And then, choose edit at the top left of QuickBooks

Followed by selecting re-sorting list

And the last step is to select OK tab

Re-sort the master names list

In this, the user needs to select write checks, from the banking menu

And then, the user needs to place the pointer in the pay to the order of field

Followed by pressing cmd + L or +L keys keys

The next step is to select the all names checkbox

Now, select edit at the top left of QuickBooks

Also, select re-sort list

Re-sort Lists in QuickBooks Desktop - Screenshot

And hit OK tab

Res-sorting the charts of accounts, items, or classes list

For this, the user needs to select either chart of accounts, items, or classes from the lists menu

Followed by selecting all names checkbox

 And also, choose edit at the top left of QuickBooks

Moving ahead, choose re-sort list

And towards the end select OK tab

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By now, we believe that the information shared above might help in resorting lists in QuickBooks desktop.  Our experts and certified accounting professionals will ensure to provide you with immediate technical assistance.

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