Other questions

Thanks for getting back to us, @bdeaton.

The Project/Job check box in the screen column is grayed out since this is working as designed. However, you can use the Other column and rename it as Project/Job, so your sales team can see the project name on the sales order, invoices. Let me show you how:

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.

You can also click the Print column, so you can see how it looks in case you want to print them. 

You can also open this article for reference: Use and customize form templates.

I'm adding these articles that will guide you in customizing templates and how to fix common errors: 

• Create And Use Custom Fields In QuickBooks Desktop
• Fix Common Issues When You Use And Customize Templates

Feel free to leave a comment below if you have any other questions. I'll be happy to help you out.