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September 20, 2023
Question

Edit Drop Down Options for Customer Info fields

  • September 20, 2023
  • 1 reply
  • 0 views

Can you edit these drop down options in Quickbooks Desktop?  

1 reply

September 20, 2023

Thanks for checking in with us. We appreciate you for providing us a screenshot to better isolate the issue, KMF3.

The option to edit the drop-down fields in the Address Info in the Customer profile is unavailable. We can also choose the names on the drop-down lists. See the screenshot for your reference:

 

 

 

If you need to use custom name fields to track specific customers, just follow the steps below:

 

  1. Go to the Customer menu. Then select Customer Center.
  2. Double-click any profile on the list to open and edit it.
  3. Tap the Additional Info tab. Then hit Define Fields.
  4. Name your custom field in the Label column.
  5. In the Use for column, choose the checkbox to add the custom name field to customer, vendor, or employee profiles. You can track the same info for all three groups.
    Create
  6. Select OK to save the custom field.

 

Your custom name field now appears in the Additional Info section for the type of people you choose to track. If you are using QuickBooks Desktop Enterprise, we can add preset data fields from the What kind of data? column. Select Any text to create a free-form text field. You can check out this article for more details about creating custom fields to personalize QuickBooks Desktop for Windows and Mac: Create and use custom fields in QuickBooks Desktop.

 

I'll be adding a few related articles below to help you understand and customize customer reports in QuickBooks and how to customize them:

 

 

Keep me posted if you have follow-up questions about managing customer profiles in QuickBooks. I'll be right here to provide the information you need.