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angusk572
May 15, 2021
Question

Setting column widths on screen so they actually stay where I want them

  • May 15, 2021
  • 1 reply
  • 0 views

In all of the screens which display data in one form or another, there are usually columns.  For example, a purchase order will have the Part No, Item, Item Description, Qty, etc. The width of these columns can be adjusted by grabbing the three dots between each of the headers and moving it left or right.  So far, so simple.

 

When I adjust the columns for a particular transaction, then click on 'Save & Close', the columns generally remain the same width as I left them ... except when something happens and they all reset back to equal widths or some other default with QB and I have to adjust them again.

 

This isn't a show stopper (I've been using QB for almost 20 years now, and I am only now raising this as an issue), but it can be a right pain in the backside at times.  Mostly because I don't know why it suddenly decides to forget my column settings and reverts back to the default.  Knowing that would help for starters, but stopping it from happening at all would be a real bonus.

 

Any ideas?

1 reply

Angelyn_T
Angelyn_T
May 15, 2021

Hi, @angusk572.

 

Thank you for reaching out to us here on the Community forum. I'll help you with keeping the settings of your transaction's column intact.

 

When you adjust the columns of your transactions, the customization settings will stay the same for the meantime. Once you closed or refresh QuickBooks, it will revert to its original sizes and width.

 

The good news is, you can memorize your transaction to save its settings, then open the template from the memorized list when you want to record a new entry. I'm here to guide you with the process/

 

  1. Open your QuickBooks Desktop file.
  2. Go to the Vendors tab, then click on Create Purchase Orders.
  3. Fill in the information, then adjust the columns' width.
  4. Click on the Memorize tab under Create a Copy.
  5. Input the name, then set your option and hit OK.

 

If you need to record a new transaction, simply open the memorized template created.

 

  1. Go to the Lists menu, then click on Memorized Transaction List.
  2. Select the template, then tap on the Enter Transaction tab.
  3. The sizes of the columns remain the same. Enter the transaction's details, then save.

 

To learn more about customizing form templates in QuickBooks Desktop, you can open this article: Use and customize form templates.

 

On the other hand, here are some of our helpful links which you can open to know more about handling your sales and expenses:

 

 

If you have any other questions about adjusting the columns of your transactions, please let me know by adding a comment below. I'm more than happy to help. Have a good one!

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