Indice de fonctionnalité

Add Dropdown Menu Fields to Invoice Template

Q: How do I create a customer contact list in QuickBooks?

Click the \"Excel\" down-arrow button in the Customer Center menu bar at the top of the screen. Select \"Export Customer List\" from the pull-down menu. Select the \"Create a New Worksheet\" option in the Export window to create a new Excel worksheet or choose the \"Export to a Comma Separated Values (.csv) file\" option.

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Dernière mise à jour le Jan 16, 2026

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Enhance Your Invoices with Dropdown Menu Fields

Upgrade your invoice template with the new Dropdown Menu Fields feature to streamline your billing process and impress your clients.

Key Features:

Easily add dropdown menus to your invoice template

Customize dropdown options to fit your specific needs

Save time by selecting pre-defined choices instead of typing them out

Potential Use Cases and Benefits:

Organize products or services into categories for easy selection

Standardize payment terms and options for consistency

Provide a more professional and interactive experience for your clients

By incorporating Dropdown Menu Fields into your invoice template, you can simplify the invoicing process, reduce errors, and enhance the overall professionalism of your billing documents. Say goodbye to manual data entry and hello to a more efficient and visually appealing invoicing experience!

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How to Add Dropdown Menu Fields to Invoice Template

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Enter the Mybox on the left sidebar to access the list of the files.

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Choose the sample from the list or press Add New to upload the Document Type from your personal computer or mobile phone.
Alternatively, you can quickly transfer the necessary sample from well-known cloud storages: Google Drive, Dropbox, OneDrive or Box.

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Your file will open in the feature-rich PDF Editor where you can change the template, fill it out and sign online.

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The powerful toolkit enables you to type text on the document, put and change photos, annotate, and so forth.

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Use superior capabilities to add fillable fields, rearrange pages, date and sign the printable PDF form electronically.

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Click on the DONE button to finish the changes.

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Download the newly produced file, share, print out, notarize and a much more.

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How do I create a drop down list in QuickBooks?

0:07 0:40 Suggested clip Drop Down List - QuickBooks Inventory - All Orders by ... - YouTubeYouTubeStart of suggested clipEnd of suggested clip Drop Down List - QuickBooks Inventory - All Orders by ... - YouTube

How do I create a list in QuickBooks?

Go to Settings , then select Products and services. Select New, then choose the product or service type. Enter all the information needed, then select Save and close.

What is a list in QuickBooks?

QuickBooks Desktop stores data pertaining to Customers: Jobs, Vendors, Employees, Other Names, Accounts and Items, as well as other things in lists. A particular Customer, Employee, or Item is an entry in a list.

How do I create a mailing list in QuickBooks?

From the left menu, select Reports. In the Search field at the upper right, enter the Contact List report. Select the report from the results. On the upper right, select Customize, then Rows/Columns. Select Change columns.

How do I create a list in QuickBooks online?

Step 1 Navigate to the Products and Services List. ... Step 2 Create New Item. ... Step 3 Select Item Type. ... Step 4 Run Products and Services List Report.

How do I create a customer contact list in QuickBooks?

Click the "Excel" down-arrow button in the Customer Center menu bar at the top of the screen. Select "Export Customer List" from the pull-down menu. Select the "Create a New Worksheet" option in the Export window to create a new Excel worksheet or choose the "Export to a Comma Separated Values (.csv) file" option.

How do I create a pick list in QuickBooks?

Suggested clip How To The 'Pick' Can Keep Your Picklist Up To Date: QuickBooks ...YouTubeStart of suggested clipEnd of suggested clip How To The 'Pick' Can Keep Your Picklist Up To Date: QuickBooks ...

How do I create a custom field in QuickBooks?

From the Lists menu, select Item List. Double-click any item in the list. In the Edit Item window, select the Custom Fields button, then, Define Fields. In the Set up Custom Fields for Items window: ... Select OK to close the Custom Fields window.

How do I create a custom data field in QuickBooks?

From the Lists menu, select Item List. Double-click any item in the list. In the Edit Item window, select the Custom Fields button, then, Define Fields. In the Set up Custom Fields for Items window: ... Select OK to close the Custom Fields window.

How do I add a custom field to an invoice in QuickBooks?

Go to Settings . Under Your Company, choose Account and Settings (or Company Settings). Select Sales under Accounts and Settings, then go to the Sales form content section. Select the pencil icon in that section.