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southernsales
January 8, 2025
Question

Products and Services Interface is Different after Purging Company

  • January 8, 2025
  • 1 reply
  • 0 views

I'm really hoping someone can clarify what is happening here, because I am at a loss.

 

I created my Quickbooks Online account and signed up for the 1 month trial of the Plus subscription, because I need the additional inventory management options. I used it for a while, but because I am new to it, I realized after some time that it would be beneficial to start over and erase some mistakes I made while testing functions of the software. I searched and found the option to "purge" my company information by typing a command in the URL. So, I did. 

 

Now, when I pull up my Products and Services menu, the interface, and the options within, are completely different!

I am not aware of anything else I changed that would cause this. I have managed to attach a comparison photo of the interface before I started over (OLD) vs. after (NEW).

Differences include:

  • Orange and red icons indicating low and out of stock products at the top (not present before the wipe)
  • Less options present in the "New" dropdown menu (see red rectangles in pictures)
  • Completely different (and less functional, in my opinion) batch import capabilities - before my reset, I was able to access a "batch import" function from the dropdown and type multiple items on a spreadsheet-like screen. Now, that function is completely removed.

 

I highly preferred the capabilities of the old version, so any help on restoring my Products and Services screen to how it was before would be greatly appreciated.

1 reply

J
Jelayca V
January 9, 2025

I appreciate the details you've shared, @southernsales. I’m here to clarify the changes you've encountered and provide updates on the modernized Products & Services experience in QuickBooks Online (QBO).

 

To clarify, the interface you are currently seeing is part of an earlier version of QBO, which your account reverted to following a purge. A purge completely resets your account, which can affect any updates that have been applied.

 

Before the reset, what you experienced was likely the new version that we're currently rolling out. This version includes enhanced features, such as the new Batch import functionality. While the two versions differ in appearance, features, and functionality, both can perform the necessary tasks.

 

I understand how important it is to have a user-friendly interface that allows for easy navigation. To share your thoughts or concerns with our Product Development team about these changes, I encourage you to share your feedback. Here's how:

 

  1. Select the Gear icon, then choose Feedback.
  2. Enter your comments or product suggestions.
  3. Select Next to submit.

 

You can continue using your current version to manage your items in QBO. You can click the New button to open and select the type of product or service you wish to add. For more details about this process, please refer to this article: Add product and service items to QuickBooks Online.

 

Regarding the import process in your current version, you can upload a CSV or Excel file, or even use a Google Sheet. For more information on format requirements and tips for adding products and variants, please refer to this article: Import products and services into QuickBooks Online.

 

Additionally, here's an article that can help you understand the status of your inventory for future reference: Use reports to see your sales and inventory status in QuickBooks Online.

 

Please feel free to reach out if you have further questions about your products and services in QuickBooks. I'm just a few clicks away and here to help!

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