Alphabetize Customer List by Last Name
by Cindy Moors
Hi Jennifer - I like this QuickBooks blog!
I have a client that upgraded from QuickBooks 5.0 (yes, 5.0!!) to QuickBooks 2008, and he wants his client & vendor lists alphabetized by LAST name.
I've looked everywhere and can't find a place to change it under preferences. Right now it's alphabetized by first name. I wasn't sure where to look for this answer on your site (but I did try!).
Thanks for writing. I'm glad you like the QuickBooks 'blog.' I hadn't thought of it as a blog before, but now that you mention it, it makes sense! :-)
As far as your question. Let me first state that I've never seen QuickBooks 5.0, so I don't know what the "Edit Customer" screens look like.
If they look the same as more recent versions of QuickBooks, then I'm sure you've noticed that the "Customer Name" box does not separate the first name from the last name. The first and last names are separated below that, in the "Address Info" area.
Unfortunately for your client, QuickBooks uses the information in the "Customer Name" box to alphabetize the customer list. QuickBooks does not use the first and last names from the "Address Info" area to alphabetize the list.
It sounds like your client put the first name first in the "Customer Name" box, and not the last name first. This is why QuickBooks is ordering the Customer:Job list by first name. So it's not a Preference issue, it's just the way he set up his customers.
The only way to change this is by going into each customers' setup and making the last name first in the "Customer Name" box.
If the Customer:Job list is quite extensive, then it will take some time to do this. Sorry that I don't have a easier answer, but that's as good as it gets.
All of this applies to his Vendors too if he used first and last names in the "Vendor Name" box of the "Edit Vendor" screen.
Take care and thanks again for writing.
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