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You can add, edit, activate, or delete dropdowns within the system, but we highly strongly recommend selecting marking them as "not active" instead of rather than deleting them. As This allows flexibility as your business evolves, enabling you can make changes to the dropdowns on the fly to accommodate your business needs. Some dropdowns are crucial and can affect to adjust dropdown options as needed without losing historical data.
Certain dropdowns are critical and may impact other processes and users. Having a solid A thorough understanding of how they work function can significantly improve the enhance your company’s productivity and efficiency of your company.
To view more details, click on the row header of the dropdown list items. Let's take a look at For example, the Project Type dropdown as an example. This dropdown can set the workflow policy helps define workflow policies within your company. One project Different projects may require different unique processes than another, so creating a different Project Type may be a great way to separate these processesdistinct Project Types can help separate them. For instance, a Labor Only project may not require an a materials estimate for materials, whereas while a Furniture project may require such an estimatemight.
Another important essential dropdown is Product Types. This determines which Quickbooks accounts , which determines the QuickBooks accounts for each line - item hits when creating Vendor Bills and/ or Customer Invoices. It is It’s crucial to select the correct Product Type to ensure that accurate accounting for all transactions are accounted for accurately.
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In the following sub-sections of this Help Article, you |
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specific examples of |
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how to set up dropdowns. |
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