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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