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KathyP1964
Level 3

Vendor window

I am trying to edit the columns on the vendor window (See attached). I want to remove some columns. How do I do this and can I do the same thing for the customer window also?

Solved
Best answer August 30, 2021

Best Answers
CharleneMae_F
QuickBooks Team

Vendor window

Customizing vendor and customer columns is my specialty, KathyP1964. I'll gladly show you the way.

 

In QuickBooks Desktop, we can personalize the columns in the Vendor Center and Customer Center. This will help view all the details selected.

 

Vendor Center

  1. Go to the Vendors menu and then select Vendor Center.
  2. From there, click on View.
  3. Choose Customize Transaction List Columns.
  4. Under Available Columns, select the details you'd like to include, then click Add.
  5. On the Chosen Columns, choose the details you want to exclude, then click Remove.
  6. Once you're done, please click on OK.Capture.PNG

Customer Center

  1. Go to the Customers menu and then select Customer Center.
  2. Click the View menu.
  3. Choose Customize Transaction List Columns.
  4. Under Available Columns, select the details you'd like to include, then click Add.
  5. On the Chosen Columns, choose the details you want to exclude, then click Remove.
  6. Once finished, I'd suggest clicking on OK.Capture1.PNG

 

Aside from customizing columns, you can also personalize your reports in QuickBooks Desktop. By doing so, you'll be able to focus on the information that matters most to your business. To learn how, please see these articles:

 

 

I'm only a few clicks away if you need further assistance customizing the appearance of your QuickBooks Dekstop account. It's always my pleasure to help you out again.

View solution in original post

2 Comments 2
CharleneMae_F
QuickBooks Team

Vendor window

Customizing vendor and customer columns is my specialty, KathyP1964. I'll gladly show you the way.

 

In QuickBooks Desktop, we can personalize the columns in the Vendor Center and Customer Center. This will help view all the details selected.

 

Vendor Center

  1. Go to the Vendors menu and then select Vendor Center.
  2. From there, click on View.
  3. Choose Customize Transaction List Columns.
  4. Under Available Columns, select the details you'd like to include, then click Add.
  5. On the Chosen Columns, choose the details you want to exclude, then click Remove.
  6. Once you're done, please click on OK.Capture.PNG

Customer Center

  1. Go to the Customers menu and then select Customer Center.
  2. Click the View menu.
  3. Choose Customize Transaction List Columns.
  4. Under Available Columns, select the details you'd like to include, then click Add.
  5. On the Chosen Columns, choose the details you want to exclude, then click Remove.
  6. Once finished, I'd suggest clicking on OK.Capture1.PNG

 

Aside from customizing columns, you can also personalize your reports in QuickBooks Desktop. By doing so, you'll be able to focus on the information that matters most to your business. To learn how, please see these articles:

 

 

I'm only a few clicks away if you need further assistance customizing the appearance of your QuickBooks Dekstop account. It's always my pleasure to help you out again.

CharleneMae_F
QuickBooks Team

Vendor window

Hi KathyP1964,

 

Hope you’re doing great. I wanted to see how everything about customizing your Vendor and Customer Center in QuickBooks Desktop. Do you have any clarifications? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

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