Skip to main content
F
FredW2
February 3, 2021
Solved

Drop-down boxes in Invoice columns

  • February 3, 2021
  • 1 reply
  • 0 views

I have created a custom invoice and would like to add drop-down boxes and menu items beyond the one drop-down box under "Item", is this possible in Quickbooks Desktop Pro 2020? If so, can you send a link/links via email on how to do this? I have used drop-downs in most reports I have created in Word and Excel but have not been able to find information on the web as how to add them in QB. Thanks

Best answer by BigRedConsulting

Not possible with Pro, but you can create custom item fields in Enterprise and set the field type to a list, which creates a drop list on the sales forms.

1 reply

BigRedConsulting
BigRedConsultingAnswer
February 3, 2021

Not possible with Pro, but you can create custom item fields in Enterprise and set the field type to a list, which creates a drop list on the sales forms.

G
gen5
March 13, 2023

Sorry to intrude but I can't find ANYONE to help me.  I have QBO Pro ..... Say you click on "New Expense" and it brings up the box to enter all the info ..... used to when I entered a few letters or numbers it would pull automatically from the drop-down list.....now none of my drop-down boxes populate.  I'm not talking about compete "auto-fill" of transactions....I just want my drop-down boxes to populate the way they used to.  Please help me!!

J
JamaicaA
March 13, 2023

Hi there, @gen5.

 

I can see how convenient it is to auto-populate the list when entering a few letters or numbers. It lets you efficiently manage your transactions.
 
Since the list no longer appears, it could be because of the cache saved on your browser. To fix this, use a private browser to access your QuickBooks account. This doesn't retain local files, so this helps rule out the possibility of a webpage issue.
 
Use these keyboard shortcuts according to the browser you're using:
 
  • For Firefox, press Ctrl + Shift + P
  • For Chrome, press Ctrl + Shift + N
  • For Safari, hold down Command + Shift + N
 
After that, let's create a new expense to check if the list appears. If this works, you’ll need to clear the browser's cache. It’ll remove the built-up ones in your default browser, so you can start with a clean slate. You can also use other supported browsers as alternatives.
 
See this article to learn how to record and manage expenses in the program: Enter and manage expenses in QuickBooks Online.
 
If you plan to pay for the expense in the future, you can record it as a bill. For the complete instructions, check out this guide: Enter and manage bills and bill payments in QuickBooks Online.
 
Don't hesitate to post again here on how it goes. If you have questions on other areas of the program, add them to your reply. I'll see what I can do.
Terms & ConditionsAccessibility statement