Dropdown List Setup
You can add, edit, activate or delete dropdowns, but we highly recommend selecting "not active" instead of deleting them.
As your business evolves, you can make changes to the dropdowns on the fly to accommodate your business needs. Some dropdowns are crucial and can affect other processes and users. Having a solid understanding of how they work can significantly improve the productivity and efficiency of your company.
To view details, click on the row header of the dropdown list items. Let's take a look at the Project Type dropdown as an example. This dropdown can set the workflow policy within your company. One project may require different processes than another, so creating a different Project Type may be a great way to separate these processes. For instance, a Labor Only project may not require an estimate for materials, whereas a Furniture project may require such an estimate.
Another important dropdown is Product Types. This determines which Quickbooks accounts each line-item hits when creating Vendor Bills and/or Customer Invoices. It is crucial to select the correct Product Type to ensure that all transactions are accounted for accurately.
In the sub-sections of this Help Article you will find some specific examples of Drop Down Setup!
