From the course: QuickBooks Online Tips and Tricks
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Change fields in a customer page
From the course: QuickBooks Online Tips and Tricks
Change fields in a customer page
- [Narrator] Customer and vendor records come with a lot of fields, and you probably won't use them all. In customer and vendor pages, you can choose some of the fields that appear. In the navigation bar, I'm going to go and point at Sales or Invoicing if that's what you see and then choose Customers. That opens up the customer's screen with the customer's table. Now I'm going to click the link for Benjamin Miranda to go to that customer's screen. And then I'm going to click Transaction List, so now I can see this table of transactions. At the top right of the table, click the settings gear there, not the one at the very top right of the window. Then you'll see a menu with the columns in the table. You can click Show More to see all of the fields that you can either add or remove from the table. So let's say that I want to add aging to this table. I just turn on the checkbox for that field and it adds it to the table…
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