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A
alex113
March 12, 2023
Question

How do I add a new product but not a service to an estimate or invoice?

  • March 12, 2023
  • 1 reply
  • 0 views
I would like to add a new product to an estimate. When I create an estimate, under the 'product/service' section, I can select 'add new' but then I am only given 3 choices: non-stock, service or bundle. The product I need to add does not come under any of those three options.

1 reply

K
Kurt_M
March 12, 2023

Thanks for letting us know about this, @alex113.

 

Before we dig deeper into this, can you tell me more about your query? May I know what product you're trying to add to your estimate in QuickBooks Online (QBO)? This way, I'll be able to provide you with a suitable resolution to resolve your concern.

 

Please don't hesitate to leave a message in the comment section below. I'll make sure to get back to you as soon as possible.

A
alex113Author
March 12, 2023

Hello KurtKyle_M

 

On this particular occasion, I would like to produce an estimate with several lines of additional construction materials and equipment I will be supplying.

 

But there has been many occasion in the past where I wanted to add similar products and did not know how. So i gave up on quick books and just sent them an itemised email.

R
RoseJillB
March 12, 2023

Thank you for the additional information, @alex113.

 

Let me point you in the right direction for assistance with the other type of products or services in QuickBooks Online (QBO).

 

If you have QBO Essentials, Plus, and Advanced, all the product types should be available. Otherwise, you’ll only see three item types. In your case, I’d recommend you contact our Technical Support Team. This way, they can double-check your account on why the application is not showing all the available features.

 

Moreover, our phone support can initiate a further investigation and provide fixes in no time:

 

  1. Sign in to your QBO account.
  2. Select Help (?) at the top right.
  3. In the QuickBooks Assistant, enter the topic you need help with. You can also enter questions.
  4. Go to Search and select Contact Us to reach out to our support team.
  5. Choose a way to connect with us: 
  6. Select Start a Message to start a chat with a support expert. Live chat is available Mon-Fri, 8 AM - 10 PM, and Sat-Sun 8 AM to 6 PM.
  7. Ask the community to get help from businesses like yours.

 

Let me know if you have more questions about QuickBooks. The Community always has your back. Have a good one!

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