Drop-down boxes in Invoice columns

FredW2 · ‎February 02, 2021

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

BigRedConsulting · ‎February 02, 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.

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BigRedConsulting · ‎February 02, 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.

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!!

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.

gen5 · ‎March 13, 2023

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

Carneil_C · ‎March 13, 2023

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 · ‎March 14, 2023

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 · ‎March 14, 2023

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!

AbbyK1 · ‎June 03, 2024

Is this feature available in QB Enterprise? Im looking to add drop down in an invoice to denote the unit of measure. Such as roll, pallet, each, layer. Can you help?

Erika_K · ‎June 03, 2024

Thank you for joining this thread, AbbyK1. Allow me to provide some insights about customizing your invoices' content and appearance.

Adding a dropdown to an invoice to specify the unit of measure used, such as a roll, pallet, or each layer, isn't currently available. Since QuickBooks relies on the unit of measure set up for your products and services when creating an invoice.

We understand how important this functionality can be for your business, and we appreciate your suggestion to make it available to all users. To ensure your ideas are heard, I recommend submitting your feature suggestion to our Product Development Team. Your recommendations and suggestions are valuable to us as they help us identify areas we can improve. Our Development Team will review your suggestion for further consideration.

I'll show you how you can send one:

Locate the Help option.
Choose the Send Feedback Online option.
Select the Product Suggestion option. A pop-up window displays.
Enter your feedback suggestion.
Click the Send Feedback button.

Remember, AbbyK1, I am here to support you every step of the way. Please feel free to leave a comment whenever you have questions or need assistance managing and customizing your invoices or other sales transactions. Let's work together to ensure you can get the most out of your QuickBooks experience. Take care always!

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Drop-down boxes in Invoice columns