Easily Replace Dropdown Menu Fields from the Accounting Services Proposal

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How to Replace Dropdown Menu Fields from the Accounting Services Proposal

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The tutorial discusses how to create and modify drop-down lists in Microsoft Word, similar to those found on the web. A drop-down list is a tool that helps manage user input by providing predefined options, making it useful for surveys or any situation needing controlled responses. The video demonstrates creating a drop-down list to inquire about users' preferred office tables and usage frequency. To start, users must enable the Developer tab by accessing the File menu, selecting Options, and then customizing the ribbon. The guide ensures users can effectively set up and format their drop-down lists for optimal functionality.

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How to specifying additional customer information in QuickBooks?

In QuickBooks Online, you can add customer profiles so you can add them to transactions or invoices.Heres how to edit a customers info: Go to Get paid pay or Sales, then Customers (take me there). Select the customer you want to update. Select Edit. Make any changes. Select Save.

How to create a custom price list for a customer in QuickBooks Desktop?

Set a default price list for a customer or customer group Go to Relationships, then Companies. Select the Active tab. Select a consumer or business customer. Select Edit. From the Default Price List ▼ dropdown, select the one you want to use. Select Save changes.

Can you create custom fields in customer list in QuickBooks?

0:37 2:44 However if you have quickbooks online advanced the feature is more robust. The process is differentMoreHowever if you have quickbooks online advanced the feature is more robust. The process is different and you should watch this other video here to start select settings. And then custom fields. And

Can you create your own categories in QuickBooks?

Create a category Select the dropdown More ▼, then Manage categories. Select New category, then enter the name of the category. Note: If you need a create a sub-category, select Is a sub-category checkbox and the main category. Select Save.

Can you add custom fields for customers in QuickBooks?

In QuickBooks Online Advanced, you can create custom fields for almost anything: sales reps, customer types, vendor IDs, PO numbers, or info unique to your industry. You can add custom fields to sales forms, purchase orders, expense forms, customer profiles, and vendor profiles.

How do I insert a drop down menu in Word?

Under Insert controls, click Drop-Down List Box. Click Add. In the Value box, type the text that you want to store if a user selects this entry. In the Display name box, type the text that you want to display for this entry, and then click OK. Repeat steps 1 through 3 for each entry that you want to add to the list box.

How do I change custom fields in QuickBooks?

QuickBooks Desktop for Windows Go to the Lists menu and select Item List. Double-click any item on the list to open and edit it. Select Custom Fields. Name your custom field in the Label column. In the Use column, select the checkbox to turn on the custom field. Select OK to save the custom field.

How do I change the statement template in QuickBooks desktop?

From the form, select the Formatting tab then select Manage Templates. Select a template to preview, then select Copy to create a new template or select OK to edit the template.

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Replace Dropdown Menu Fields from the Accounting Services Proposal