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M
MT Spray
September 12, 2024
Question

quote template

  • September 12, 2024
  • 1 reply
  • 0 views

When customizing the template - it won't allow me to check the "Project" box to view on the screen, only allows to check the "Print" box.

1 reply

A
Amanda-B
September 12, 2024

Hey there, MT Spray.

 

I appreciate you reaching out to the Community for support. I'd be happy to help.

 

Before we begin, can you provide more information on what your trying to accomplish in QuickBooks?

 

Ill be one message away!

M
MT SprayAuthor
September 12, 2024

When entering info on the Quote template , the "Project" box isn't showing on the screen for me to enter address . When I'm in the customize template area- it won't allow me to check the box "to show on the screen" ? How do I change that?

A
Amanda-B
September 12, 2024

Thanks for reaching back out MT Spray. Let me show you how to get the "Project" box to show. 

 

  1. Go to Lists.
  2. Choose Templates.
  3. Double click the template your using.
  4. In the Basic Customization window, click the Additional Customization button.
  5. Put a check mark beside the Other box and enter Project/Job in the Title column.
  6. Click OK.

I hope this helps! Feel free to reach back out if you have any other questions.

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