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FredW2
Level 2

Drop-down boxes in Invoice columns

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

Solved
Best answer February 02, 2021

Best Answers
BigRedConsulting
Community Champion

Drop-down boxes in Invoice columns

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.

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7 Comments 7
BigRedConsulting
Community Champion

Drop-down boxes in Invoice columns

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.

gen5
Level 2

Drop-down boxes in Invoice columns

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!!

JamaicaA
QuickBooks Team

Drop-down boxes in Invoice columns

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.
gen5
Level 2

Drop-down boxes in Invoice columns

Thank you, but this appears to be for Quickbooks Desktop, am I correct?  I have Quickbooks Online.

Carneil_C
QuickBooks Team

Drop-down boxes in Invoice columns

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.

gen5
Level 2

Drop-down boxes in Invoice columns

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.

Candice C
QuickBooks Team

Drop-down boxes in Invoice columns

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! 

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