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How do I customize columns in Quickbooks?

Go to Reports. Find and select the report you want to customize. Select Customize. Select Rows/Columns, then Change Columns. ... Mark the columns you want to appear on your report. Select the square of dots (order) beside each column, then drag and drop it to your desired order.

How do I customize a bill in QuickBooks?

Click the Lists tab at the top menu bar. Click Templates. Double-click the template you're using. Click Additional Customization. Go to the Header tab. On the Print column, put a check mark beside Bill To. Click OK.

How do I change a bill template in QuickBooks?

Click the Gear icon. Under Your Company, click Custom Form Styles. To create a new template, click the New style button in the upper right-hand corner. Select Invoice. Go to the Design tab to edit the template name, logo, color, font, and margins.

How do I customize my QuickBooks desktop statement?

Go to Settings and select Account and Settings. Select the Sales tab and scroll to the bottom to Statements. Select Edit. Select either “List each transaction as a single line” or “List each transaction including all detail lines”.

How do I customize a customer list in QuickBooks?

Go to the Reports menu. Select Customers and Receivables and then Customer Phone List. Select Customize Report. On the Display tab, uncheck Main Phone. Scroll down the column list and check Sales Tax Code. Go to the Filters tab. (for QuickBooks for Mac, choose the Filters icon).

How do I add a custom field to an invoice in QuickBooks?

Open an existing sales form or create a new one. Select the Gear icon at the top of the form (not the Gear menu on the main navigation bar). In the Custom Fields section, select + Add custom field to add a new field.

How do I change a column header in a QuickBooks report?

Click the “Header/Footer” tab. Make changes to the header or footer by clicking in the text area and typing the new information. Select “Left,” “Right,” “Centered” or “Standard” from the Layout list. Click “OK.”

How do I change a column in a report in QuickBooks?

Go to Reports. Find and select the report you want to customize. Select Customize. Select Rows/Columns, then Change Columns. ... Mark the columns you want to appear on your report. Select the square of dots (order) beside each column, then drag and drop it to your desired order.

How do I edit reports in QuickBooks?

Run a report. On the Report window, select Customize Report. On the Modify Report window, go to the tab/s you need to update, then select OK when you're done.

How do I delete a column from a report in QuickBooks?

To delete a column just grab the diamond in the column header and drag it to the left of the column you want to hide. This will make it disappear. Then if you memorize this report (or add it to Favorites) the column won't be there next time.

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