Window

Manage windows and transactions in QuickBooks Online

QuickBooks Online offers several ways to manage your workspace, from customizing how you view lists to handling transaction windows and correcting data entry errors. Below are answers to common questions about managing windows and deleting bills.

Customize list views and columns

You can often adjust how data appears in list windows to better suit your workflow. While you cannot change the underlying database structure, you can organize columns to prioritize the information you need.

To rearrange columns in a list:

1. Open the list or report you want to view.
2. Click the gear icon (Settings) usually located in the top-right corner of the list.
3. Select the columns you want to display or hide.
4. Drag and drop the column headers to rearrange the order.

If the view does not save or appears corrupted, try refreshing the page or clearing your browser cache.

Reset window sizes

Sometimes windows may open too large or too small, obscuring your view. You can reset the window size to its default setting.

To reset a window size:

1. Close the window that is displaying incorrectly.
2. Press and hold the Shift key on your keyboard.
3. Click to open the window again.
4. The window should open at the default size.

Delete bills

If you need to remove a bill, you can do so directly from the Pay Bills screen or by opening the specific transaction.

To delete a bill from the Pay Bills screen:

1. Go to Expenses and select Pay Bills.
2. Locate the bill you want to remove.
3. Click the amount or the specific bill link to open the transaction details.
4. At the bottom of the bill screen, click More.
5. Select Delete.
6. Confirm the deletion.

Note: If you have already paid the bill, you must void or delete the payment transaction first before you can delete the bill itself.

Bills and credit card reconciliations

When reconciling a credit card, you may choose to enter a bill for the payment later. If you selected this option in error during reconciliation, you can delete the resulting bill.

• If the reconciliation is not finished: You can simply delete the bill using the steps above. This will not affect the reconciliation process because the transaction has not yet been marked as cleared in the final reconciliation.
• If the reconciliation is finished: Deleting a bill associated with a cleared payment will disrupt your accounting records. Instead of deleting, you may need to investigate the discrepancy or undo the reconciliation if the bill was created in error.

Navigation and feedback

QuickBooks Online is designed to streamline your workflow, but we understand that navigation preferences vary.

• Returning to the previous screen: Currently, exiting a transaction window may not always return you to the exact screen you were working on. If you would like to see this behavior changed, we encourage you to send feedback. Go to the Gear icon > Feedback to share your suggestions with our product team.
• Finding features: Most settings and preferences are found under the Gear icon in the upper right corner. If you are looking for a specific setting, the search bar within the Help menu or the Gear icon is the best place to start.