Filling in fields goes much faster when you can choose info from drop-down lists instead of typing values. The lists that appear on the Customer & Vendor Profile Lists submenu (choose Lists?Customer & Vendor Profile Lists to see it) pop up regularly, whether you’re creating an invoice, paying a bill, or generating a report. For example, when you create an invoice, QuickBooks fills in the Payment Terms field with the terms you assigned to the customer’s record (Specifying additional customer information), but you can choose different terms from the drop-down list to urge your customer to pay more quickly.

For many of these lists, creating entries requires nothing more than typing the entry’s name and specifying whether that entry is a subentry of another. This section describes how to add entries to each list and how to put these lists to work for you.