Learn how you can re-sort lists in QuickBooks for Windows and Mac
QuickBooks is an advanced bookkeeping and accounting software that business owners and accountants all around the world have subscribed to. Intuit, the company that made this outstanding software, keeps adding new updates and features to keep it free of errors. If you have come across any issue with your master names list, product or item list, or chart of accounts – re-sorting will help you troubleshoot them. The process of re-sorting lists in QuickBooks desktop makes your lists go back to its default order. Thus, in case you have manually made changes in the order of your list, re-sorting will undo those changes.
You should keep in mind that it’s necessary for you to be using QuickBooks in single-user mode to instigate the process of re-sorting.
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Re-sort master name list in QuickBooks desktop (for Windows)
The master name list is the list of your customers’ jobs, employees, vendors and other names. There are multiple ways to re-sort them.
From the Banking menu
- Go to the Banking menu and select Write Checks.
- Tap on the Pay to the order of field and press Ctrl + L keys on your keyboard.
- Check the Include Inactive checkbox. If the checkbox is grayed out, there are no inactive names.
- Select the Name ▼ dropdown and then select Re-sort List.
- Hit OK button.
- Close your QuickBooks company file and reopen it.
From the Find window
- You can use this step if you don’t have banking permission.
- Go to the Edit menu and select Find.
- Tap on the Advanced tab.
- Go to the Filter list and select Name.
- Select the Name ▼ dropdown and Ctrl + L keys on your keyboard.
- Select the Include Inactive checkbox. If the checkbox is grayed out, it means there are no inactive names.
- Select the Name▼ dropdown, then Re-sort List and hit OK button.
- Close and reopen your company file.
From the window General Journal Entry
- Go to the Company menu and select Make General Journal Entries.
- Choose the Name column and press Ctrl + L keys on your keyboard.
- Check the Include Inactive checkbox. If the box is grayed out, that means there are no inactive names.
- Select the Name ▼ dropdown, then Re-sort List and hit OK.
- Close your company file and reopen it.
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Re-sort lists in QuickBooks for Windows
If you have your Item List or Chart of Accounts saved or stored numerically, the software re-sorts them based on their first three digits.
To ensure that you sort the list of items or Chart of Accounts in order, you can prefix 1 to 3-digit numbers to each of them.
- Go to the Lists menu and select the list you need to re-sort.
- Check the Include Inactive checkbox. If the box is not clickable and is grayed out, there are no inactive names.
- Go to the View menu, choose Re-sort Lists and hit OK.
- Close company file and reopen it.
Re-sort lists in QuickBooks (for Mac)
This feature to fix master names list, product or item list, or chart of accounts is accessible for QuickBooks Desktop users for Mac too.
Start by re-sorting your customer list
- Open the Customer Center.
- Click on Edit at the top left of QuickBooks window.
- Select Re-sort List and hit OK.
Re-sort your master names list
- Go to the Banking menu and select Write Checks.
- Place the mouse pointer on the Pay to the Order Of field.
- Press cmd ⌘+L keys on your keyboard.
- Click and check on the All Names checkbox.
- Select Edit at the top left of QuickBooks window.
- Select Re-sort List and hit OK.
Re-sort items, list of classes and chart of accounts
- Go to the Lists menu and select Chart of Accounts/ Items/ Classes.
- Click on the All Names checkbox.
- Select Edit at the top left hand corner of QuickBooks.
- Select Re-sort List and press OK.
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The steps mentioned above will help you resort lists in QuickBooks for both Windows and Mac. In case you still have issues with name list, item list or Chart of Accounts – you can call us and speak to our QuickBooks enterprise tech support team for quick and precise solutions. Get in touch with our support team via our toll-free number i.e. 1(844)521-0490.
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