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Add Dropdown Menu Fields to Proforma Invoice

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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Última actualização em Jan 16, 2026

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Proforma Invoice Add Dropdown Menu Fields Feature

Upgrade your proforma invoices with the new Dropdown Menu Fields feature!

Key Features:

Easily add customizable dropdown menu fields to your proforma invoices

Streamline data entry with pre-defined options

Create a more professional look and feel for your invoicing process

Potential Use Cases and Benefits:

Customize invoicing for different clients based on their specific needs

Simplify tracking and reporting by standardizing data input

Enhance user experience with a more interactive and user-friendly invoice format

With the Dropdown Menu Fields feature, you can solve the customer's problem of manually inputting repetitive data, improving accuracy and efficiency in the invoicing process.

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How to Add Dropdown Menu Fields to Proforma Invoice

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Enter the Mybox on the left sidebar to get into the list of your files.

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Pick the template from your list or press Add New to upload the Document Type from your pc or mobile device.
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Your document will open within the function-rich PDF Editor where you could 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 images, annotate, and so on.

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Use sophisticated functions to incorporate fillable fields, rearrange pages, date and sign the printable PDF document electronically.

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Click on the DONE button to finish the adjustments.

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