Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowI 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
Solved! Go to Solution.
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.
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.
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!!
Hi there, @gen5.
Thank you, but this appears to be for Quickbooks Desktop, am I correct? I have Quickbooks Online.
I appreciate your quick reply, @gen5.
Thanks for clarifying that you're currently using QuickBooks Online. My colleague has already updated her response.
Please let us know if, after completing the troubleshooting procedures, your problem persists. We're committed to making sure we find a solution for you.
I'll be around if you need further assistance with QBO. Have a pleasant day ahead.
Thank you for your help, but this still doesn't fix my problem. I am the only one who ever gets on my laptop and my cache is cleared out regularly. It's not that the lists are gone, they are there, they just don't populate like they used to. For example: if I'm entering an expense to Oncue Gas Station normally when I start to enter the "payee" name it auto populates, so if I typed in Onc it would automatically populate the "payee" field with the whole thing "Oncue Gas Station". Now it doesn't do that ... if I type in Onc it gives me the drop-down list and I have to manually find Oncue Gas Station and click on it to get it to populate. I know this seems like a minor issue, but this step has saved me a lot of time when entering expenses. The "payee" field isn't the only field that is messed up, my "category" and "customer/project" fields no longer auto-populate either. I guess there might not be a fix for this, but I sure hope there is. Again, thank you so much for your responses.
Hey, @gen5.
Thanks for coming back and giving us some additional information about your issue so that we can better understand.
Often QuickBooks Online updates particular features for each user. However, sometimes things are taken away to help improve the product/system overall.
With that being said, I recommend submitting feedback to our Product Developers so they can consider adding this back in the near future.
Keep up with what's new in the system with each update through our Blog site.
I hope this helps answer your question. Feel free to come back and express any other concerns you may have. Bye for now!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.