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Customize list columns and format negative numbers

by Intuit• Updated 2 weeks ago

Learn how to customize list columns and format negative numbers in QuickBooks Desktop for Mac Plus.

You can customize list columns in your Items, Memorized Transactions, Customers, and Vendors lists. You can also format the negative numbers in those columns. This lets you sort and check the data you need in one place.

Customize list columns

  1. Go to File, then select Open Recent >.
  2. Select the company you want to open.
  3. Go to Lists, then select Items.
    Note: The Item List window appears.
  4. Right-click on a column header to see all available columns.
    • To add a column, select it from the list without a checkmark.
    • To remove a column, select it from the list with a checkmark.
    • Select Set to Default to go back to the default column layout.

Use columns in item list

Have access to 12 new columns when you customize the item list. They provide you with data for more insights. These include:

  • Active
  • Purchase Description
  • Asset Account
  • COGS Account
  • Cost
  • Sales Tax Code
  • Payment Method
  • Quantity on PO
  • Reorder Point
  • Tax Agency
  • Preferred Vendor
  • Purchase for Resale
  1. Go to File, then select Open Recent >.
  2. Select the company you want to open.
  3. Go to Lists, then select Memorized Transactions.
  4. Right-click on a column header to see all available columns.
    • To add a column, select it from the list without a checkmark.
    • To remove a column, select it from the list with a checkmark.
    • Select Set to Default to go back to the default column layout.
  1. Go to File, then select Open Recent >.
  2. Select the company you want to open.
  3. Go to Customers, then select Customer Center.
  4. In the Transactions section, right-click on a column header to see all available columns.
    • To add a column, select it from the list without a checkmark.
    • To remove a column, select it from the list with a checkmark.
    • Select Set to Default to go back to the default column layout.
  1. Go to File, then select Open Recent >.
  2. Select the company you want to open.
  3. Go to Vendors, then select Vendor Center.
  4. In the Transactions section, right-click on a column header to see all available columns.
    • To add a column, select it from the list without a checkmark.
    • To remove a column, select it from the list with a checkmark.
    • Select Set to Default to go back to the default column layout.

Format negative numbers

Select how you want to view negative numbers in your columns. This helps you find them faster while you check the data in your:

  • Chart of Accounts
  • Items
  • Customers
  • Vendors
  1. Go to File, then select Open Recent >.
  2. Select the company you want to open.
  3. To format the negative numbers in Chart of Accounts:
    a. Go to Lists, then select Chart of Accounts.
    b. Go to the Negative Number â–Ľ dropdown in the toolbar.
    c. Select a format from the list in the â–Ľ dropdown
  4. To format the negative numbers in Items:
    a. Go to Lists, then select Items.
        Note: The Item List window appears.
    b. Go to the Negative Number â–Ľ dropdown in the toolbar.
    c. Select a format from the list in the â–Ľ dropdown.
  5. To format the negative numbers in Customers:
    a. Go to Customers, then select Customer Center.
    b. Go to the Negative Number â–Ľ dropdown in the footer.
    c. Select a format from the list in the ▼ dropdown. 
  6. To format the negative numbers in Vendors:
    a. Go to Vendors, then select Vendor Center.
    b. Go to the Negative Number â–Ľ dropdown in the footer.
    c. Select a format from the list in the â–Ľ dropdown.
QuickBooks Desktop Mac Plus