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How to Re-sort Lists in QuickBooks Desktop?

The QuickBooks is created by Intuit as a tool which is assisted with the managing of bills, invoicing, and numerous […]

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The QuickBooks is created by Intuit as a tool which is assisted with the managing of bills, invoicing, and numerous other activities. Lists are where QuickBooks stores the data as well as other items.

Restoring QuickBooks is a feature that resolves any issue which you are facing while resolving issue.

Sometimes we all experience some problems with the QuickBooks Desktop, such as damaged data listings. In Some Case, you must repair the list so that you can get rid of damage data listing error.

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Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

In case if you are not sure of which list is to be repair, then this article will be very helpful in repairing the list. We’ll also give you instructions that how you can fix those broken lists.

Do you know that how lists can be resorted in QuickBooks? In this article we will study that how can we Re-sort the lists in case if it is required or in case if the user notices an odd behavior in the master names list, item list, or chart of accounts then how can we resort it.

Be ensure that switching to single user mode is advised before beginning the re-sorting in case the user is currently in multi-user mode.

You could occasionally experience problems with your QuickBooks Desktop, such as damaged data listings. In these situations, you must repair the list, and if you are unsure of which list to repair, we will assist you in doing so through this post. We’ll also give you instructions on how to fix those broken lists.

Requirement of the Re-Sorting the QuickBooks

Following are the situation in which we require resorting:

  • It can help in resorting the list which is out of order.
  • It will help in sorting the entries in case if you appearing the new entries on top when require.
the new entries
  • The user can also go for resorting the items in case if the reports are out of order
  • If the sorting is not done properly then the ‘Quick-Type’ feature doesn’t work properly.
quick type
  • In case you get any of the Knowledge base article then for that we always recommend you to sort the list.
  • In case you find any type of ODD behavior in the list.
  • We will suggest you resort the list by your supporting agent.

Edition List Which is to be toggle from and To

Following is the list which is used to be toggle:

  • The GeneralList
  • The Accountant
  • For the Contractor
  • The Manufacturing and Wholesale
  • The Nonprofit List
  • All the Professional Services
  • The Retail

Importance of the Resorting of the List

Following is the list that why it is very important for you to resort the list.

  • We require it to get the rid from the list which will appears out of order in QuickBooks.
  • In case of the Charts of Accounts, you can’t turn on or able to find the account numbers.
  • The lists is always used for the sorting of the reports which is very helpful in showing the things which are out of order.
  • In case if you re-sort, the new entries then it will appear at the top of your list.
  • In case if the customer, vendors or the employees are highlighted but no transaction is displayed in the appropriate center at that time we need to sort the list.
  • The filter of the name in the drop-down menu is not working properly.

Important Points for Re-Sorting List

Following are the points which are to be keep in mind before re-sorting the list:

  • The user of the QuickBooks can quickly re-sort the list if in case you have to want to the access to it.
  • Now you have to select the QuickBooks so that the you can reopen it when the list has been resorted to see if the issue has been fixed in it.
  • You have to sort the lists and always keep in mind that any of the manual adjustments will be lost.
  • The user must be able to resort the list whenever he wants to access it.
  • Once you are done with the resorting of the data then you should restart the QuickBooks in order to see if the problem is resolved or not.
  • The manual changes can be lost once you are done with the resorting of the list.

Re-sort Master Name List in QuickBooks for Windows

Re-Sort from the Banking Menu

  • Navigate to the Banking menu.
  • From the list of options first you have to select Write Checks option.
  • Hit the Pay to the order of field from the list of orders.
  • Now select the Ctrl+L together on your keyboard.
  • Select the Include Inactive checkbox.
  • In case if it’s grayed out, there are no inactive names in the list.
  • Choose the Name from the dropdown menu.
  • Now you have to select Re-sort List from the menu.
  • Hit the OK button so that you can save the changes.

From the Find Window

  • Navigate to the find option in the Edit menu.
  • Choose the Advanced tab from the drop-down menu of edit menu.
  • From the Filter list you have to select Name in the Filter list.
  • Press Ctrl+L on your keyboard together once you are done with selecting the Edit menu from the drop-down list.
  • Hit on the Advanced tab.
  • Now you can select Name from the Filter list.
  • Press Ctrl+L on your keyboard once you selected the name from the menu.
  • Hit the Include Inactive button, in case if there are no inactive names it can be greyed out.
  • Once you select the Name from the drop-down menu then you can easily Re-sort List.
  • Hit OK button in order to confirm.
  • Now you can reopen your company file once you are done with the resorting.

Re-sort Lists in QuickBooks for Windows

The Chart of Accounts or the Accounts, items and the Payroll items

In order to resort the list we have to follow the following steps:

  • You have to select the check box for the inactivity from the list which you have select from the list of the menu.
  • Now you can re-sort the list from the selection after selecting the list button.

Memorized Reports List

Following is the steps to sort memorized lists:

  • First you have to select “Reports” from the main menu bar.
  • Now navigate to the memorized reports option and then select the “Memorized Reports.
  • Select the Memorized Reports in the List of options.
  • Hit the Report button.
  • Select to Re-sort List from the lower-left corner of the screen.

Memorized Transaction List

Follow the following steps in order to sort the memorized Transaction List:

  • Click on the “Lists” tab in the top menu bar.
  • Hit the “Memorized Reports” from the list of options.
  • Now click and hold the keys once you select the Memorized transactions List.

Re-sort Lists in QuickBooks for Mac

The following steps will help you in resorting the list in QuickBooks, in case of Mac:

  • First you have to open the Write Checks window so that you can find the master’s name list.
  • Navigate to the Pay to the Order of field.
  • Now press the L key on the keyboard so that you can see the list.
  • Been sure that all the names are chosen properly.
  • Now you can Re-sort List which can be found under Edit menu.

Resort the List of the Customer

  • First you have to navigate to the Customer Center option.
  • Select the Edit tab at the top left of QuickBooks
  • Once you are done with the above steps then you can select the Re-sort List.
  • Hit a click on OK button in order to save all the change.

Re-sort Your Master Names List

  • The very first step is to open the window for the Write Checks.
  • When you are selecting the pay order at that time Press CTRL-L.
  • Now select the option for Re-sorting the List from the list’s Name button by clicking it.
Lists Name button

Resorting of the List in QuickBooks for the Windows

  • Navigate to the list menu and click on it.
  • Select the list which you want to re-sort from the Lists of menus.
  • You have to select the Inactive, it should be checked.
  • In case if a field is greyed out then it means no inactive names are present.
  • Now you can Re-sort Lists which can be found by selecting View and the menu of View.
  • Hit the OK button for the confirmation and exit from the file.
  • Now you have to Reopen the file and see if the data is resorted or not.
  • Now you can exit or close your business file once you are satisfied.

Resorting of the Payroll item list

  • First you have to select the Lists from the QuickBooks menu bar.
  • Now you have to select the Payroll Item List.
  • Be ensure to Include Inactive (or Show All) checkbox, it must be checked.
  • Now you can Re-sort List which can be accessed from the menu bar by selecting View first button.
  • In case if the prompt flashed on your screen is “Are you sure you want to revert this list to its original order?” appears, then you have to hit the OK button.

The above article will be very helpful in resorting the data, but in some case, it can’t be possible to resort the data for that you have to take some expert view. So, in that case it is very important that you contact our Dancing Numbers experts they will help you in resolving or resorting the data in such a way that it will be very helpful for you, on working on the data.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


Frequently Asked Questions (Faqs)

How can I Create the Resort List of the QuickBooks Desktop?

For creating the resorting list, we have to follow the following steps in QuickBooks Desktop:

• Navigate to the list menu and select it.
• Select one from all either Chart of accounts, items or classes.
• Tick on the all names check box.
• From the top left of QuickBooks, you have to select the Edit button.
• Click on the Re-sort list option.
• Now you can select the re-sort list.
• Now hit the OK button to save the changes.

How You can Enter Resort Account in QuickBooks?

In order to enter the resort account in QuickBooks you have to follow the following option:

• Select the list from the top left menu.
• Hit the chart of account button.
• Now you can highlight the account which you want to move.
• Left click on the account button and drag it to the location which you want to be.

How can I Sort the Category in QuickBooks?

In order to sort the category of QuickBooks you have to follow the following step:

• First you have to go to the expenses button.
• Select the filter option.
• From the drop-down category you have to select the type of category as per your requirement.
• Click on the apply button in order to apply all the changes.

How can I Sort a Customer by the Last Name in the QuickBooks Desktop?

Follow the following steps in order to sort customers by the last name in QuickBooks Desktop:

• First navigate to the customers and leads option.
• Select the customers, which you want to sort.
• Once you select the name of the customer then you can hit the Edit button.
• Now you can change the display name as a field.
• Hit the save button in order to save the changes which you have done.
• Now select the close button in order to exit from the screen.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

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We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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