Invoicing/Customers Items

Good day, @tammy fann. I'd be glad to provide answers to queries in QuickBooks.

The option to auto-populate items that customer uses when creating invoices is unavailable in QuickBooks Online (QBO). For now, you'll have to manually select the product or services when recording your sales.

I can see how this option would help you in managing your business. Therefore, I'll take note of this as a suggestion to improve your experience in QuickBooks.

On the other hand, you can utilize our Recurring Transactions feature. If you have the same customers buying the same goods or services occasionally, then you can set up a recurring template.

You can use this so that you won't need to manually select the items they used to buy when creating an invoice.

Here's how:

1. Go to Settings ⚙.
2. Select Recurring transactions.
3. Select New.
4. Select the type of transaction to create, and then select OK.
5. Enter a Template name.
6. Select a Type: Scheduled, Unscheduled, or Reminder.

To know what item type best suits for your recurring template, check out the What type should I pick section of this article: Create recurring transactions in QBO.

In case you need to update your recurring templates, please see this article: Edit a recurring template in QuickBooks Online.

Don’t hesitate to visit the Community again if you have further questions. We're always here to help. Have a great day ahead.