Skip to main content
B
BrittL
March 20, 2024
Solved

Invoicing: Products and Services list

  • March 20, 2024
  • 1 reply
  • 0 views

I have products that I purchase but do not sell to customers and services that I sell to customers but do not purchase mingled together in the "Products and Services" list. When creating an invoice, both the services for customers AND the products not sold to customers appear in the Product/Service dropdown. Is there a way to ONLY HAVE THE SERVICES sold to customers appear? The mingled list is causing difficulties for my sales team.

Best answer by Maybelle_S

Hello there, BrittL.

 

I understand the importance of not showing all of the Product/Service list, making it challenging for you to create an invoice.

 

QuickBooks Online (QBO) displays all items, including products and services, in the drop-down menu during invoice creation. With that, the option to hide non-sell products is unavailable.

 

We understand your need for functionality and would love to hear your thoughts about your experience when creating an invoice by sending us feedback within your QBO company. It enables our product developers to consider bringing back the old view.

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

You may want to keep this article handy about editing items in QuickBooks: Add product and service items.

 

I'll add this link as your reference for the detailed steps in changing inventory items to non-inventory types: Change product and service item types. It includes instructions for adjusting inventory using a journal entry.

 

Keep your post coming if you need more help managing your inventory items in QuickBooks. I'm always here to help. Take care!

1 reply

M
Maybelle_SAnswer
March 20, 2024

Hello there, BrittL.

 

I understand the importance of not showing all of the Product/Service list, making it challenging for you to create an invoice.

 

QuickBooks Online (QBO) displays all items, including products and services, in the drop-down menu during invoice creation. With that, the option to hide non-sell products is unavailable.

 

We understand your need for functionality and would love to hear your thoughts about your experience when creating an invoice by sending us feedback within your QBO company. It enables our product developers to consider bringing back the old view.

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

You may want to keep this article handy about editing items in QuickBooks: Add product and service items.

 

I'll add this link as your reference for the detailed steps in changing inventory items to non-inventory types: Change product and service item types. It includes instructions for adjusting inventory using a journal entry.

 

Keep your post coming if you need more help managing your inventory items in QuickBooks. I'm always here to help. Take care!

B
BrittLAuthor
March 20, 2024

Thank you for the reply! I kinda thought that might be the case. I'll definitely be leaving some feedback so that the developers can see it!

Terms & ConditionsAccessibility statement