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mail19
Level 3

Can items in Custom Drop Down Fields lists be manually sorted or at least be set to sort alphabetically by default.

QBO does not allow you to change the order of a Custom Drop Down Field list to something meaningful or useful. The lists don't even default to alphabetical.

1 Comment 1
MariaSoledadG
QuickBooks Team

Can items in Custom Drop Down Fields lists be manually sorted or at least be set to sort alphabetically by default.

Currently, the option to automatically sort the Custom field drop-down list alphabetically is unavailable. I can provide some guidance on what you can do about this, Mail.

 

The Custom field's drop-down list will appear based on how you set it up on the Edit custom field page. You'll want to edit the information and ensure that it is sorted in alphabetical order. To do so, follow the steps below:

 

  1. Go to the Gear icon, and then select Custom fields.
  2. Locate the field and click Edit in the Actions column.
  3. Sort the drop-down list items in alphabetical order.
  4. Click Save.

 

Once done, the list should now be displayed in the desired order.

 

In the meantime, I recommend sharing your feedback to let our product team know how implementing this feature will benefit your business. Here's how:

 

  1. Go to the Gear icon, and select Feedback.
  2. Provide your comments or product suggestions. Click Next to submit feedback.

 

Your valuable feedback will be shared with our Product Development team and improve your experience to better meet your needs.

 

For additional guidance on how to create personalized sales forms, check out this link: Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online.

 

Additionally, learn how you can accept online payments from your customers. I've got this article for more details: Receive and Process payments in QuickBooks Online with QuickBooks Payments.

 

If you have any questions or need assistance while creating a custom field or customizing sales forms, please don't hesitate to reach out. I'm always right here and happy to assist you further.

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