Skip to main content
G
geoff7
January 5, 2020
Solved

In my invoice template, there is a "Product/Service" field with a drop down menu. How can I delete an item in that drop down menu that is not used?

  • January 5, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by IamjuViel

Greetings, @geoff7.

 

You can only inactivate products or services in your QuickBooks to remove them from the "Product/Service"drop-down menu. I can guide you how.

  1. Go to the Gear Icon.
  2. Select Products and Services.
  3. Locate the desired product or service you want to make inactivate.
  4. From the Actions columns, click on the Edit drop-down menu.
  5. Choose Make inactive in the drop-down list.
  6. Click Yes to confirm. 

Once completed, the product or service will no longer be included in the reports nor displayed when creating an invoice or any sales form. However, it will show as  "Name of the item (deleted)" in your existing transactions.

 

For more insights about managing your products and services in QuickBooks, you can check this article: Remove or merge a product or service.

 

Also, you may read through these articles to learn more information and guidance about Product and Service types

Get back to us if you have other questions about creating creating an invoice in QuickBooks. I'm always here to help.

1 reply

IamjuViel
IamjuVielAnswer
January 5, 2020

Greetings, @geoff7.

 

You can only inactivate products or services in your QuickBooks to remove them from the "Product/Service"drop-down menu. I can guide you how.

  1. Go to the Gear Icon.
  2. Select Products and Services.
  3. Locate the desired product or service you want to make inactivate.
  4. From the Actions columns, click on the Edit drop-down menu.
  5. Choose Make inactive in the drop-down list.
  6. Click Yes to confirm. 

Once completed, the product or service will no longer be included in the reports nor displayed when creating an invoice or any sales form. However, it will show as  "Name of the item (deleted)" in your existing transactions.

 

For more insights about managing your products and services in QuickBooks, you can check this article: Remove or merge a product or service.

 

Also, you may read through these articles to learn more information and guidance about Product and Service types

Get back to us if you have other questions about creating creating an invoice in QuickBooks. I'm always here to help.

    B
    beagle17
    February 25, 2021

    I am using QB self-employed and I'm not finding these same options. Is there a way for me to do this with QBSE?

    JoesemM
    JoesemM
    February 25, 2021

    Hi there, @beagle17.

     

    Welcome to the Community space and I appreciate that you want to use the inactive feature in QuickBooks.

     

    Currently, making your  Product and Services inactive is not yet available in QuickBooks Self-Employed. We're continuously working towards providing better features to ensure our customers can manage their business efficiently.

     

    Also, the steps shared by my colleague above are for QuickBooks Online. That's why you can't find those options in your QuickBooks Self-Employed.

     

    Just in case you want to learn how to track sales tax in QBSE, you can read through this article for more information: Learn how sales tax works in QuickBooks Self-Employed.

     

     

    If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

     

    Terms & ConditionsAccessibility statement