How do I save column settings? I would like the attachment columns to always be visible in my sales and expenses

Hi there, 

I'm glad to learn you're using QuickBooks to help streamline your business. It's important to make sure we're on the same page so I can provide the info that can get you back on track ASAP.

If you're referring to reports here's how to save column settings: 

1. Go to Reports.
2. Find and select the report you want to customize.
3. Select Customize.
4. Select Rows/Columns, then Change Columns. (Note: If you are not seeing Change Columns, the particular report that you are looking at doesn't allow customization of columns).
5. Mark the columns you want to appear on your report.
6. Select the square of dots (order) beside each column, then drag and drop it to your desired order.
7. Select Run report.

If you'd like to save the report settings for next time, follow these steps here:

1. Find and display the report you want to memorize.
2. Select Customize.
3. Once the report is customized the way you like it, select Run report, then Save customization.
4. In the Custom report name field, enter a descriptive name for the report.
5. If you want to add this report to a group, select Add this report to a group, then choose an existing group or create a new one. (Note: Grouping reports allows you to organize them in your list of memorized reports. You can then create scheduled emails that send all reports in the group to the recipients you specify. This feature is only available in QuickBooks Online Essentials or Plus.)
6. If you want to share the report with other users, select Share with, then choose the users. Sharing the report will add it to other users' My custom reports. However, users you invite to the company later on will not automatically receive access to the report - only existing users.
7. Once the desired options are set, select Save.

Give this a try and if you need further assistance, don't hesitate to reach out to our support team using this link.

No I meant on the customer's transaction list and my expense list. The settings reset to default every time. It'd be nice if the column settings saved on these pages.

Hello eric57,

Thanks for clarifying what you're looking for. How your data is displayed can make a big difference in how easily you're able to find and see information in your QuickBooks Online account. I can appreciate wanting to have columns set up just the way you'd like on your transactions lists to easily see the attachments.

When you select a column in one of these lists, it should remain for the next time you go back to that page. Since yours doesn't seem to want to stick, it could be a cache issue, which you can resolve by clearing it out with the steps in the following article: How do I clear my cache and temporary Internet files?

You can also try different browsers or an incognito or private window to see if it helps. If the problem persists, give us a shout using one of the methods below.

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