itonewbie
Level 15

@Fenway-cpa  You can't rearrange the order because you clicked on Preview instead of Edit.  Once you press Edit, you will see a screen like the one below.  To rearrange the order, click and hold down the icon in red circle, then drag the line item to wherever you want, up or down the list.  It works the same way for both Questions and Document Checklist.

PTO-Intuit Link-Template Edit.png

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Still an AllStar

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