Who this is for: Accountants who work in the Transactions table.
What you’ll learn: How to choose which columns show on the Transactions table, drag them into your own order, and use the Hide all, Reset order, and Show all shortcuts.
Before you begin
- You must be signed in as an accountant. Client users do not see the columns button.
- You need at least one company connected to QuickBooks, with synced transactions.
How it works
The Transactions table shows up to 6 columns in the main row. If you turn on more than 6, the extra columns move to a detail row that appears when you expand a transaction.
Your column choices and order are saved automatically in your browser and apply every time you come back to the Transactions page.
The default column order is: Vendor, Description, Account, Date, $ (amount), Docs, Bill & Tax, Class, Location, Customer.
Step-by-step instructions
Step 1: Open the Transactions page
Go to Bookkeeping in the sidebar, open a connected company, and click Transactions.
Step 2: Open the column panel
In the toolbar above the table, click the columns icon. Its tooltip reads Show/hide columns. A panel opens listing every column with a switch.
Step 3: Use the quick actions
At the top of the panel you’ll see three buttons:
- Hide all — turns every column off at once.
- Reset order — returns the columns to the default order.
- Show all — turns every column on at once.
Step 4: Show or hide a column
Flip the switch next to a column name to show or hide it. The table updates right away.
Step 5: Drag to reorder
Use the grip handle (vertical dots) on the left of each row to drag a column up or down. Drop it where you want it — the table follows your new order immediately.
What happens next
- The first 6 visible columns (in your order) show in the main row.
- Any extra visible columns appear in the expandable detail row under each transaction.
- Your layout is saved automatically and used on every visit.
Troubleshooting
- I don’t see the columns icon: Only accountant users have it. If you’re signed in as a client, ask your accountant.
- A column is missing: It’s probably switched off. Open the panel and turn its switch back on.
- Data shows in a second row under each transaction: That’s expected when more than 6 columns are visible. Hide columns until 6 or fewer remain if you prefer a single row.
- My order didn’t save: Preferences live in your browser. Clearing browser data or switching browsers resets them — use Reset order to get back to the default.