Easily Replace Dropdown in the Bookkeeping Contract

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How to Replace Dropdown in the Bookkeeping Contract

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how can you make the items in your drop-down list appear in alphabetical order even if the list itself is completely unsorted well ill show you how right now right so ive got this list here uh of various different office items and three different types of drop down lists if you need to know more about those type of lists ive got a video that talks through when to use each type and how to populate them etc etc but right now im just going to show you how you can get a list sorted in order so when i click on here you can see everything is in alphabetical order even though this list here is completely unsorted i havent uh you know manually sorted this or anything else what ive actually done im just going to unhide some columns here is ive just used four very simple technique used a formula to rank the position the alphabetical ordering of that item and then created a new list and used a a match formula to take all those items and put them in alphabetical order then all ive simply

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What is the difference between Business view and accountant view in QuickBooks Online?

The Accountant View in QuickBooks Online provides a view that contains a full range of business and accounting tasks. Alternatively, the Business View in QuickBooks Online streamlines the view to focus on day-to-day business tasks.

How do I change multiple entries in QuickBooks?

Need to change multiple transactions or move them to a different account? In QuickBooks Online Accountant and QuickBooks Online Advanced, you dont have to edit them one at a time. Use the reclassify tool to save time and make the same change to multiple transactions at once.

Can clients see the option to switch between Business and accountant view?

To see if Business View is turned on, go to Account and Settings Advanced User View. You or your client can toggle back to Accountant View if you like.

How do I update leads in QuickBooks?

Step 2: Change a clients lead accountant Sign in to QuickBooks Online Accountant as a primary admin. Go to the Clients menu. Select the filter icon. Select Edit leads. Find the client you want to change the lead for. Select a new lead accountant in the Lead column. Select Save.

Do accountant users have the new Business view by default?

The default login is Business View when the client logs into their own file, so this left sidebar does indeed match what I see when logged into my own QBOA account and click Switch to Business View. Item of note: When the client is logged into their own QBO file, they see the Apps link in their left side bar.

How do I edit a drop down list in QuickBooks?

Go to Settings ⚙, then select All lists. Open the appropriate list, for example, Chart of Accounts or Products and Services. From the Action ▼ dropdown menu, select Edit. Make changes, then select Save and close.

Can clients switch to accountant view QuickBooks Online?

You can switch between them anytime. Changing views doesnt affect your accounts or data. If youre brand new to accounting, we recommend using business view. It simplifies your workspace so day-to-day tasks like sales and billing are easier.

Can clients switch between Business and accountant view?

In QuickBooks Online, there are two user views: Business view and Accountant view. You can switch between them anytime. Changing views doesnt affect your accounts or data.

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Replace Dropdown in the Bookkeeping Contract