Re-Sort Master Name List in QuickBooks Desktop

The “Master Names list” has names for customers, vendors, employees, and Other Names list that may occur. Although you can re-sort the customer, vendor or employees lists separately; it is recommended to sort all the items in this list together. The easiest way to perform this “catch them all” action is shown in the below steps.

You can re-sort the items for Windows in the three given ways:

From the Banking menu:

• Go to the Banking menu
• Select Write Checks/Cheques.
• Select the “Pay to order of field” option
• Then on the keyboard press Ctrl+L (it opens the master Name List.)
• Click the Include Inactive checkbox. (Note: The box will gray out if there are no inactive names)
• Select the option Name drop-down
• Select Re-sort List.
• Click OK on the prompt

From the Find window (in case you do not have Banking permissions):

• Go to Edit
• Go to Find.
• Click the Advanced tab option
• From the Filters list- select Name
• Click on the Name field
• Then on the keyboard, press Ctrl+L
• Select the Include Inactive (Note: The box will gray out if there are no inactive names)
• Select the Name drop-down
• Select Re-sort List.
• Click OK on the prompt

Also Read: How to Use Audit Trail in QuickBooks Desktop?

Perform the below to re-sort the name lists if the previous steps did not work.

• Choose Company
• Go to Make General Journal Entries.
• Click the Name column
• Then press Ctrl + L to view the Names List.
• At the bottom of the list(select the Include Inactive checklist option)
• Choose the arrow next to Name.
• Select Re-sort List.
• Click the OK option.
• Close &reopen the company file

Re-sort Master Name List for QuickBooks MAC

• Go to the Banking menu
• Select Write Checks
• Put the cursor in - Pay to the Order Of field.
• Press and hold the Command / Apple key,
• Press the L key and Master Name list
• Ensure All Names option selected at the bottom of the list [alternatively in earlier versions of QuickBooks, Include Inactive is displayed at the bottom of the list]
• Go to Edit again
• Click Re-sort List
• Click OK

Hopefully, the article provided useful information on how to Re-sort “The Master’s Name List” both for Windows and MAC. Still, if you need to speak an expert - call at QuickBooks MAC Support Number +1-855-365-6O12.