Hey there, LizCBayer.
Thanks for following the solution shared by my peer and sharing the result. I’m here to make sure you’ll see the sorted customers’ names on the report.
We’ll have to open the report to determine where the issue is stemming from. This process requires us to access your company. For safety purposes, we’ll have to connect you to our QuickBooks Online (QBO) Support Team. They can perform a thorough investigation about the issue and then guide you on how to apply the permanent solution.
Here’s how:
- Press the Help icon at the top to open the QB Assistant window.
- In the Assistant tab, scroll down to the Type something field to enter the issue. For example, customizing reports.
- Click the Get help from a human link and follow the on-screen steps to complete the process.
- In How would you like to connect with us? section, choose Chat for real-time assistance or Callback to speak with an agent.
For future reference, this link provides an overview of the tasks you can do in reports. Tap here to view the complete details. It includes instructions on how to build financial statements, export them to Excel, print, or email one.
Also, the following guide shows the lists of: Reports included in your QuickBooks Online subscription.
Feel free to add a comment below if you need help with managing reports or customizing one. I’m more than happy to lend a helping hand. Enjoy the rest of the day.
