2 click the expand arrow to the right of the view

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2.Click theexpandarrowto the right of the View drop-down list to expand the width of theCustomers & Jobs list.
QuickBooks Online 2019 Client TrainingManage ListsLesson 3 — Work with Lists31The full list view of the Customers & Jobs list displays.3.Click theBalance Totalcolumn heading. This sorts the list inascendingorder by balance total.4.Click the column heading again. This sorts the list indescendingorder by balance total.5.To return to the original order, click the largediamondthat will now appear to the left of theName column heading. (Alternately, right-click anywhere in the list and chooseRe-sort List, thenclickOK.)
QuickBooks Online 2019 Client TrainingManage ListsLesson 3 — Work with Lists326.Click thecollapse arrowto the right of the window to collapse the Customers & Jobs list.7.Close the Customer Center.NOTES
QuickBooks Online 2019 Client TrainingManage ListsLesson 3 — Work with Lists33In most lists, you can combine two names into one. This is called merging. For example, you mayfind that you’ve been using two customer names (because of different spellings) when you reallyneed only one on your Customers & Jobs list. You can merge list names in the Chart of Accounts,Item, Customers & Jobs, Vendor, Employee and Other Names lists. This example uses the Vendorlist, but the concept is the same regardless of list type. (Accounts on the Chart of Accounts that youwish to merge must have the same account type and should not have subaccounts.)Step-by-Step:Merge Items on a List1.Open the Vendor Center.2.Double-click the entry you wish to merge (this entry will be merged into the other entry and anyinformational fields associated with this list entry will be lost, so make sure you have all theinformational fields you need in the surviving entry).3.In the Vendor Name field, change the name to match the name of another vendor record withwhich you wish to merge. This should be anexactmatch in terms of spelling, spacing andpunctuation.4.ClickOK.
QuickBooks Online 2019 Client TrainingManage ListsLesson 3 — Work with Lists345.You will get a warning dialogue telling you there is another record with this name and asking ifyou would like to merge. (Remember, you can never un-merge so be very sure this is what youwant to do.Also, the Audit Trail report will not report on renamed or merged names, so be surethat this is what you want to do, and for good measure, make sure you have a backup of the filebefore you do the merge.) ClickYes.6.Close the Vendor Center.IMPORTANT:You cannot merge two names from different lists such as a Vendor and Customer record orOther Names list record. All transactions containing the original list name will now appear as if theywere entered using the renamed, merged list name.

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Term
Spring
Professor
NoProfessor
Tags
Balance Sheet, Test, Quickbooks

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