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October 15, 2021
Question

Is there a way to remove fields in the transaction entry screens? For example, I want to remove the Sales Rep field from the Sales Receipt entry window.

  • October 15, 2021
  • 1 reply
  • 0 views
I understand that the printed forms are customizable, but I want to customize the fields I have to TAB through when entering the transaction.

1 reply

October 15, 2021

Hi dalanouette,

 

Welcome back to the Community. QuickBooks is designed to help you get your work done faster. I'll be happy to help make sure you experience this benefit so you can get back to doing what you love. 

 

Based on what you've described, I recommend customizing your sales receipt template so it displays the info you'd like to see. To do this, click on the Gear icon > Custom Form Styles > select your Sales receipt template > click on the Content tab > navigate to the Form section and make the necessary adjustments. Keep in mind that changes on a sales receipts template can only be made using this method. To learn more about this process, click on this article here.

 

Try this out and let me know how you make out. I'll be one message away in case you need additional support with this.