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August 31, 2019
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Sales Order template - tab sequence

  • August 31, 2019
  • 1 reply
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I am setting up a new sales order template in Quickbooks Premier 2019.  After saving the template I noticed the tab sequence on the sales order is out of order, when you look at the form to enter a new order.  Is there anyway to change the tab sequence so it makes sense, see attached.  Let me know, thanks, Wendi 

 

Best answer by

It's nice to have you in the Community again, @Wendi Jo.

 

I'd like to help provide clarification regarding the sales order template in QuickBooks Desktop. 

 

The tab sequence on the sales order template is not necessarily in order. However, you can rearrange the Header fields depending on your preference. I've tried doing this in my end and I was able to arrange the fields on the Layout Designer tab. Just drag the field depending on where you want to place it. Please refer to the screenshot below.

 

 

You can also check this article for more information about customising your form templates: Use and customise form templates.

 

Keep me posted if there's anything else you need or if you have additional questions with your sales order template. I'll be around if you need help.

1 reply

Answer
September 1, 2019

It's nice to have you in the Community again, @Wendi Jo.

 

I'd like to help provide clarification regarding the sales order template in QuickBooks Desktop. 

 

The tab sequence on the sales order template is not necessarily in order. However, you can rearrange the Header fields depending on your preference. I've tried doing this in my end and I was able to arrange the fields on the Layout Designer tab. Just drag the field depending on where you want to place it. Please refer to the screenshot below.

 

 

You can also check this article for more information about customising your form templates: Use and customise form templates.

 

Keep me posted if there's anything else you need or if you have additional questions with your sales order template. I'll be around if you need help.