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Level 1

Can I move columns in the customer view page to customize the order of the columns?

 
2 Comments
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QuickBooks Team

Can I move columns in the customer view page to customize the order of the columns?

Hi there, llozano.

 

Currently, the ability to customize the order of the columns on the customer view page is unavailable in QuickBooks Online.

 

Since this isn't currently an option, rest assured, I'll take note and submit this feature request. And, send it to the Product Development Team. They're constantly looking for great ideas from users, like yours, when deciding how to enhance QuickBooks.

 

I suggest visiting our QuickBooks Blog to know about the latest news and updates from QuickBooks Online.

 

Please visit this article: Customize your invoices, estimates, and sales receipts in QuickBooks Online. This will guide you on how to personalize your forms and change design.

 

Please know that you're always welcome to post if you have any other concerns. I'm always here to help you.

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Level 3

Can I move columns in the customer view page to customize the order of the columns?

Hello,

 

I assume it is also not an option to customize the Customer View in general.  I have created custom Customer fields and it would be nice if they could be added to the landing page, where the name, address, and notes show.  For example, one of my custom fields is Sales Person, it would be nice to see this on the main Customer page rather than having to leave the transaction page and go to Client Details to see the sales person. 

 

Speaking of notes, when are they going to make the field expandable or add a notes area like the one found in Desktop where you have a note log and can add the date and time stamp to the notes?  If any of these options are currently available and I'm just missing how to use them, please let me know.

Thanks!

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