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Sort list entries

Depending on the type of business you have, you might want to order your list entries in a specific way. Perhaps you'd prefer to see a specific person at the top of your Customers & Jobs list. You may want to sort items such as fixed asset items by amount. Or maybe you'd rather show active accounts at the top of a list and inactive accounts at the bottom. You can order your list entries as you like and then use sort options to retrieve other types of information. One click will return you to your favorite sort order.

To

Do this

Return to the order you started with.

Click the large diamond in the column title.

Sort a column in ascending order.

Click the column heading so that the arrow points up.

Sort a column in descending order.

Click the column heading so that the arrow points down.

Sort both the entries and subentries of a hierarchical list without maintaining the entry/subentry structure. For example, sort your Customers & Jobs list by Estimate totals for all jobs, regardless of customer.

For the Customers & Jobs list, right-click and choose Flat View. For other lists, click the list name menu button in the lower left corner of the list and choose Flat View.

Click on the column you want to sort.

Sort a hierarchical list while maintaining the entry/subentry structure.

For the Customers & Jobs list, right-click and choose Hierarchical View. For other lists, click the list name menu button in the lower left corner of the list and choose Hierarchical View.

Click on the column you want to sort.

QuickBooks Enterprise Solutions offers more advanced Go online list searching capabilities.

&qb_enterprise_solutions; offers more advanced Go online list searching capabilities.

KB ID# H_LIST_TASK_LIST_SORT
12/4/2016 10:21:54 AM
PPRDQSSWS404 9138 Pro 2017 f3a4f5