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kathy107
Level 2

How do I default the rows to 150 in the Customers/Sales.

I'm looking at the small setting with columns, other,
6 Comments 6
Ryan_M
Moderator

How do I default the rows to 150 in the Customers/Sales.

Hi @kathy107,

 

You can change the default number of rows in the All Sales and Customers pages with the small Gear icon on their respective pages.

 

Here's how:

 

  1. Highlight the Sales tab. 
  2. Select the All Sales tab.
  3. Click the small Gear icon that's located right above the Action column.
  4. Change the Rows drop-down menu to 150.

You can take the same steps above for the Customers page.

 

I also suggest you take a look at this article: Set up and assign customer types in QuickBooks Online. When you assign customer types, you can group your customers into segments. See the article I provided for the steps on how to proceed. 

 

Drop a comment below if you need further assistance with your rows in QuickBooks Online. I'll be sure to take care of your concerns. 

kathy107
Level 2

How do I default the rows to 150 in the Customers/Sales.

Thanks, I've been doing that but it defaults back to 50 every time I close out of QB.  I want it to default to 150.

Jen_D
Moderator

How do I default the rows to 150 in the Customers/Sales.

Thanks for posting here again, @kathy107,

 

I want to make sure the settings in your QBO account is saved. Accessing the account on the regular browser will allow the cache to save site settings or memorize account history.

 

If you are accessing your account this way, but can't save the changes to the listings, make sure there aren't any third-party apps that will prevent QuickBooks from saving cache.

 

If you're still getting the same problem, I recommend contacting our Support again. This way our representatives can report this to our engineers for thorough review. Here's how to contact us:

 

  1. Go to the Help menu in QuickBooks, then choose the Search tab.
  2. At the bottom click on Contact us.
  3. Enter the keyword Account Management and Billing in the What can we help you with? box.
  4. On the next screen, scroll down to How would you like to connect with us section.
  5. Choose Chat with us to initiate a discussion with a live agent.
  6. Enter you account contact information then press Get a chat.
  7. When using this option, make sure to enable pop-up windows. The chat box will appear at the bottom right section of your monitor, and an agent will be with you shortly after. See this:

 

 

As always, feel free to drop by if you have any other concerns. I'll be right here to help you anytime. Have a good one!

TPQUINN-61
Level 1

How do I default the rows to 150 in the Customers/Sales.

I have the same problem for all listings Customers/Vendors/ Invoices/ etc.  How do you set these permanently so every time you come back to QBO you don't have to reset them?  It is very annoying.  Why can't the ROWs seen for each list be part of the Account Settings.  Seems to me if you could then browsers and cache issues would be eliminated.

Rea_M
Moderator

How do I default the rows to 150 in the Customers/Sales.

Hello there, @TPQUINN-61.

 

Let's send feedback or product recommendations to help improve the features and your experience using QuickBooks Online (QBO).

 

For the time being, the option to permanently set the number of rows in the Customers or Vendors page is unavailable in QBO. The system automatically sets it back to 50 or the minimum number of rows once refreshed or goes back from viewing your other company files.

 

On the other hand, I can see how the benefit of being able to set the default number of rows to its maximum would aid you in managing your income transactions with QBO. With this, I would encourage you to send suggestions or product recommendations. We'll take them as opportunities to improve the various features of our products.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team and will help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process. 

 

Also, you may want to check out this article as your reference to guide you in pulling up customer or vendor reports to see all their payments and compare your income and expenses in QBO: Common custom reports in QuickBooks Online.

 

On top of that, I'd also recommend visiting this page to keep you updated with the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online.

 

Let me know if you have other feature concerns or questions about managing income and sales transactions in QBO. I'll gladly help. Take care, and I wish you continued success, @TPQUINN-61.

TPQUINN-61
Level 1

How do I default the rows to 150 in the Customers/Sales.

Thank you for the clarification and links.  I will send the feedback.

 

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