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FactoryBlinds
Level 1

Quickbooks Desktop: Dropdown value in Columns.

I set this up over 4 years ago...I need to edit the fields but for the past two days I've looked all around and I can't seem to find the option. I've totally forgotten and I need to edit these fields. 

 

Does anyone know how to set this?

I've attached an image.

 

1 Comment 1
AlcaeusF
Moderator

Quickbooks Desktop: Dropdown value in Columns.

Hello @FactoryBlinds,

 

Thank you for posting here in the Community. I'm here to help you edit the dropdown options of these invoice columns.

 

These values are preset data you can add using the Enterprise version. You'll need to review the custom fields you've set up for your items to update the dropdown.

 

Here are some screenshots for your visual reference:

 

 

 

In case you need the steps, here's how:

 

  1. Go to the Lists menu and select Item List.
  2. Double-click any item on the list to open and edit it.
  3. Select Custom Fields, then select Define Fields
  4. Edit the custom fields.
  5. Hit OK to save.

 

I've attached an article you can use if you want to import custom form templates in QuickBooks: Use and customize form templates.

 

Leave me a comment below if you have other concerns about entering sales form templates or editing custom fields. I'll be glad to help you some more.

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