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July 13, 2020
Question

Product not showing when creating an invoice

  • July 13, 2020
  • 1 reply
  • 0 views

I have a new product called PGC, which is shown under Products/Services list.    When I manually create an invoice the product is not reflected in the Product/Service dropdown list within the invoice.    I have tried to create the product from within the invoice, which works one time, but does not work for subsequent invoices.  For each subsequent invoice it is still not recognizing the product and is asking if I want to create the product.  

 

Additional details:

- Invoices are pushed to QBO from our CRM and automatically created

- it was originally assigned to a wrong category.   Attempts to classify three previous products on previous invoices do not work.   I've made sure the update historical transactions box is clicked. 

- new invoices created automatically are correctly classified. 

1 reply

PatriciaT
July 13, 2020

Hi GregS84,

 

Thanks for reaching out. I'm glad to hear you're using QuickBooks Online to easily manage your Products and services. I appreciate you providing all these details about your account and I want to make sure you can get your new product added to your invoices in a few clicks.

 

A good starting point would be to ensure there's no browser issue causing bugs in the software. This usually happens due to temporary internet files that accumulate in your browser. To make sure the program is working properly, I recommend following the troubleshooting steps in this article: Clear cache and cookies to fix issues when using QuickBooks Online

 

In case the issue persists despite your new product being active, I encourage you to reach out to our tech support team for closer assistance. Here's how to get in touch.

 

Phone and Chat: Click Contact Us to learn how to reach phone and chat support.

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

Social MediaFacebookTwitter, and Instagram from Monday to Friday between 9 a.m. and 8 p.m. ET

 

Have a great day.