There are times when you need to “re-sort” lists in QuickBooks. Sometimes this helps get around errors that occur when you are converting from an older version of QuickBooks. You might also be having problems in finding items in a dropdown box even though you can see it in the item list. I often see odd problems go away just by sorting a list.
QuickBooks doesn’t have a consistent way of finding the re-sort list function for different lists. For the item list, you click the Item button at the bottom of the list. For the customer list you can right click on the list and the menu shows the option. But what about the other name, vendor and employee lists? Re-sort doesn’t show if you right click on the list, and there is no option in a button at the bottom.
Here is the trick – open the write checks window, click on the pay to the order of field, and press ctrl-L. This will open a window titled Name List, which will show you the customers, vendors, employees and other names. Click on the Name button at the bottom of the list, and you will find the option to re-sort list.
About the Author (Author Profile)
Charlie Russell is the founder of CCRSoftware. He’s been involved with the small business software industry since the mid 70’s, focusing on inventory and accounting software for small businesses. Charlie is a Certified Advanced QuickBooks ProAdvisor. Look for Charlie’s articles in the Accountex Report blog, as well as his California Wildflower Hikes blog.