Customize Columns in the QuickBooks Customer Center

One little right click is all it may take to unlock a whole new level of functionality within your QuickBooks!

When reviewing information within the Customer Center (this also applies to vendor and employee centers too), you can RIGHT click your mouse when hovering over the details of a customer account to see the option that says "customize columns" as shown below:

 

Once you click on the "customize columns" option, this window appears:

The left hand side of the window shown above displays all the columns that are available for you to add in the display section and the right hand side of the window displays all the columns that are currently on display.

For example, if I wanted to add the memo column so that it displays each and every time, I would click the word "memo" on the left hand side and then click the "add" button in the middle.

If I really wanted to get fancy, I could then click the "move up" or "move down" options in the middle of the screen to move the memo column closer to the top (left) or or bottom (right) side of the screen.

Here is an example of how this looks when completed:

See how the memo column is now appearing?

TRUE STORY: This one little tip saved a client countless hours of searching customer invoice history as they rely heavily on the memo field for internal notes about the transaction.

Keep in mind - you can click the title of any of the columns (type, num, memo, etc.) and the information displayed will then sort in whatever order you have chosen. This makes it a snap to track down information quickly when a customer is on the phone!

RELATED POST - Using Custom Filters for Customers and Vendors in QuickBooks

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Scott Gregory is a specialist with QuickBooks Pro, Premier and Enterprise accounting software. He has been helping businesses "think beyond the ledger" for over 25 years.

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Comments

[Jason Wang]

I would totally like to reaffirm what Charles has said. I don't see how developers of QB can include columns like Active estimate and payment method and not by PURCHASE ORDER number. I have the wholesale and manufacturing edition and I think it's safe to say almost everyone in this business uses PO numbers. a

[Charles Firth]

Yes, but an aggravating omission is the lack of PO number. Every one of our customers tracks their orders by PO number. But can you see this in the customer center? NO! You have to run a report to find a sales order or invoice by PO Number. Very stupid omission on behalf of Intuit.

[Pam]

Just wanted to say thank you for giving us such value-added information. We sooooo appreciate it! Pam