Resorting Lists in QuickBooks for Windows

QuickBooks is an efficient helping tool in managing and handling bills and invoices in an easy and synchronized manner. In QuickBooks Desktop you can store data related to Customers: Jobs, vendors, employees. It also stores other things or entries in a list such as other names & items.

Due to Human Error or other factors, “the lists” can get damaged and will be repaired by re-sorting. The list will be put back in its default order. If the in list there were changes made manually, re-sorting it will take away the changes made. You would need to re-sort the lists when Unusual or odd behavior is prevalent in your list.

The issues that get solved with re-sorting of your list:

• New entries will appear at the list the place where they are expected to be.
• Re-arranged “out of order items” while viewing reports.
• Error message: “Can’t turn on account numbers in the Chart of Accounts.”
• Unable to find a name in the list when looking for a list record.

Lists that need to be re-sorted:

• The Master Name list (it is a combination of Customers: Jobs, Vendors, Employees & Other Names)
• The Chart of Accounts (the Account list)
• The Item lists

NOTE: Once you have re-sorted any list, it is advisable to close and re-open file to verify whether the issue is solved or not. QuickBooks gives you the option to manually re-arrange some lists. It is a convenient option to have, however, be careful while you re-sort the list as manual changes will be gone in this process.

Re-sort lists in QuickBooks for Windows

Masters name list

The master name list contains names for customers, vendors, and employees and Other Names list that may occur. Let see the steps to Re-sort the Master’s name list

Chart of Accounts list

You can re-sort of the Chart of Accounts list pretty quickly too. Before going on to the steps, remember that QuickBooks re-sorts lists taking the first three digits of the Item or Account number. So, in case you have multiple accounts or items listed, then the Chart OF Accounts or Item List might be out of order numerically. Consider this point before you begin re-sorting. Let look at the steps to Re-sort Chart of Accounts list

Memorized Reports list

Memorized reports in QuickBooks help you in saving time. It means to save a report with its current customization. If you customize your reports, then they need to be memorized too. The memorized reports list can also be re-sorted. You can see the steps to Re-sort Memorized Reports List

Payroll Item List

Payroll Items are used while you calculate wages for your employees, their deductions & contributions.  These items can be used for multiple employees. You might be required to resort the payroll items if you are unable to track or view the payroll reports as per your expectations. You can see the steps to Re-sort Payroll Item List.

Every business requires order and correct synchronization of your data for the smooth functioning. QuickBooks re-sorting feature is effective in keeping your work organized. You can also seek an expert’s opinion in case of any query about Re-sorting Lists for QuickBooks. Dial the QuickBooks Technical Support Number now 1-888-502-0363