Skip to main content
May 16, 2023
Question

Can the cursor default to the customer name box when creating a new invoice or Quote??

  • May 16, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

JenoP
May 16, 2023

Hi there, willem2.

 

For now, there's no option to make the cursor default to the Customer field when creating sales transactions. You'll need to manually click the drop-down list and select the name of the customer.

 

I can totally see that being able to default the cursor in a specific field is a great feature once added in QBO. I would recommend sending feedback about this to our product engineers. Customer suggestions are collected and will be reviewed if they can be added in the next set of updates. 

 

Here's an article on how to do it inside QBO: How Do I Submit Feedback?

 

Feel free to check out these articles as well in case you need more guidance and information when making changes to your account: Edit Company Settings in QuickBooks Online.

 

The Community is always here if you need anything else