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jdnewberry7
May 6, 2024
Question

How to populate description with part number

  • May 6, 2024
  • 1 reply
  • 0 views
when I type the description in the product/service column it only populates the pat number & not the description

1 reply

JoesemM
JoesemM
May 6, 2024

Hello there, jdnewberry7.

 

I'd love to help you achieve your goal, but would you mind sharing more details about it? Like what are you trying to do with QuickBooks or adding a screenshot of your concern? It can help us get on the same page and provide accurate resolution.

 

I'll wait for your reply, or if you have any other questions, please let us know. We're always here to help. 

J
jdnewberry7Author
May 6, 2024

With the new format only the part number populates when I type in the description in the product/service column.

K
Kevin_C
May 6, 2024

Thanks for the additional details and screenshots regarding your concern, @jdnewberry7.I reviewed it further and see that the information you shared about selecting an item behavior in the new invoice layout is correct.

 

Currently, the option to show the product/services' part number (SKU) and description of your transactions is unavailable in the new format of QuickBooks Online (QBO). Only the item name will appear when typing in the Product/Service column, and you'll have to select one item first to view its part number (SKU) and descriptions in the meantime.

 

For now, I recommend sending feedback to our Product Development Team regarding this matter. They're willing to receive your requests and actively encourage you to share your insights and suggestions. Let me show you how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Type in your feedback and product suggestions.
  4. Click Next to submit them.

 

In addition, you can check out this article to learn how to personalize and add specific details to your invoice and other form styles in the program: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Stay connected by posting a comment below for any additional inquiries regarding managing sales transactions in QBO. I will promptly address your concerns. Have a great day.

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