Customize list columns in QuickBooks for Mac

Learn how to customize lists to organize your data.

You can customize which columns show in the Customer, Vendor, and Memorized Transactions lists. This will help you sort lists by the specific fields you choose. There are 12 new columns you can customize in the Items list.

How to Customize List Columns

1. Open your company file
2. Go to Lists then select the list you want to customize, such as Customers, Vendors,  Memorized Transactions, or Items.
3. Right-click on a column header to display a list of all available columns.
4. Select a column from the list without a checkmark to add it.
5. Selecting a column from the list with a checkmark to remove it.
6. Select Set to Default from the list to return to the default column layout.

Item List Columns

When you customize the Item List, you’ll have access to 12 new columns that provide additional 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

Select any of these columns to include them in your list view, allowing you to see additional item info at a glance.