Change data entry order on templates

Yes, we can definitely change it, cnv.

We can use the Additional Customization option to rearrange the column of your sales order template. I'll guide you in doing it:

1. Select List from the top menu bar.
2. Choose Templates.
3. Select the appropriate sales order template.
4. Click the Additional Customization button at the bottom of the window.
5. Go to the Columns tab.
6. Rearrange the column by changing the numbers in the Order box.
7. Click OK then OK again to save the changes.

You can always customize and create custom templates for forms like invoices, sales receipts, estimates, statements, and purchase orders to match your business.

I'm just one comment away if you need more help in managing your sales forms in QuickBooks. Have a great rest of the weekend.

@cnv while @KlentB gives you the directions on where to access the additional customization> What you had probably done was drag the columns into new locations without actually changing their order. Follow his instructions and you should be all set

Thank you for the help. However I need to change the way things are in the header while doing data entry.

For example, I enter information, hit tab and it skips over two fields. How can I get it to tab to the next field on the screen?

It seems you’ve encountered an unusual behavior, @cnv.

Before you start, make sure to backup your company file. Here’s how:

1. Restart your computer.
2. Open the windows Start menu, then click Control Panel.
3. Select Programs and Features then Uninstall a Program.
4. Choose QuickBooks from the list of Programs, then Uninstall/Change.
5. Hit Continue, or Next.
6. Click the Repair, then Next.
7. Once it's done, select Finish.
8. Lastly, update your QuickBooks to the latest release. This makes sure you have the most recent fixes and security updates.

You can check this article for additional details about the process: Repair your QuickBooks Desktop for Windows.

To learn more about QuickBooks, consider checking this article that contains account management topics, reports and etc.: Help articles. 

If you have an additional concern, don’t hesitate to visit the Community. Take care.

I have tied what you said, but still no luck. I wish to change the tab order for the header items on the Sales Order entry screen. The print templet is fine.

Thanks for joining in on this thread, edcorusa.

I also appreciate the time you've spent in following the troubleshooting steps provided above. In order to investigate the issue further, I recommend reaching out to our Customer Care Team. They can review your setup and help you change the tab order.

Here's how:

1. In your QuickBooks Desktop program, go to Help > QuickBooks Desktop Help.
2. In the Have a Question window, enter your concern under Ask a question (or tell us what's wrong) and click Continue.
3. Under Choose a way to connect with us, select the Get the number button.

If you need help with other task in your QuickBooks Desktop, you can visit our general help topics page for the articles and guides.

You're always welcome to post a reply on this thread if you need anything else. We're always around to help. Take care and stay safe!

I want to change the sorted order of the data (transactions) that populate my Customer Statements. Currently, the transactions (a customized layout form) sort alphabetically, instead of by date from the Date Column. 

Does anyone know how to prioritize the sorting of the data, switching it to the Date field?

I'm here to share insights about customizing your customer's statement template, @Braco Stone.

As of the moment, there isn't an option to change the order of your transactions while creating customer statements. It's best to let our product developers know about your request by sending feedback. Let me show you how.

1. Go to Help.
2. Select Send Feedback Online.
3. Click Product Suggestion.
4. Under Product Area, select Customers & Sales.
5. Enter a few words describing how you wanted to change the order of your transactions while customizing the template or creating the statement.
6. Select Send Feedback.
7. Click Close Window.

I'm also adding this article with the tips and topics you can use while working with your sales transactions and managing your customer's activity: Get Started with Customer Transaction Workflows in QuickBooks Desktop.

Let me know in the comments below if you have any other questions aside from creating a statement. I'll be here to lend a helping hand. Take care and stay safe!