To organize a list, you must be in single-user mode. (I describe multi-user mode in Appendix C.) Here are some ways that you can organize your list:
To move an item and all its subitems: Click the diamond beside the item and then drag the item up or down the list to a new location.
To make a subitem its own item: Click the diamond beside the item and then drag it to the left.
To make an item a subitem: Move the item so that it’s directly beneath the item you want it to fall under. Then click the diamond beside the item and drag it to the right.
To alphabetize a list: Click the Name button at the top of the list window. QuickBooks alphabetizes your list of customers, vendors, accounts, and so on in both “a to z” order and reverse “z to a” order.