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DBR97
October 18, 2020
Question

Quickbooks Pro Desktop 2021

  • October 18, 2020
  • 1 reply
  • 0 views

When entering sales orders, in most cases I know the product code, but sometimes find this a bit tricky.  When that happens I exit the sales order, go to items and then search to find the item.  I knew the item name included the name "Kit" and found it looking at items.

Is there a wildcard search feature when entering items?

I was hoping I might have been able to type in *kit* or %kit% to display all items that matched.

Is there such a feature?

1 reply

MJoy_D
MJoy_D
October 18, 2020

I can share some information in creating a sales order in QuickBooks Desktop 2021, @DBR97.

 

When creating a sales order using QuickBooks Desktop 2021, the app will guess the item that you're trying to type. You can check the example that I'll be providing below. I typed for car and then Subs:Carpet showed. 

 

You can also click on Find & Select Items to look for items that'll be added to the end of the list. 

 

For more information about this, check this article: Create a sales order . To see the complete list of workflows and other customer-related transactions, check this get started with customer transaction workflows in QuickBooks Desktop article.

 

Let me know if there's anything that you need to know more about creating a sales order. I'm always here to help. Have a great rest of the day!

D
DBR97Author
October 18, 2020

Thanks for your reply.  So I need to prefix the search with subs: ?
What if there is a word "Kit" anywhere in an item name?

 

IamjuViel
IamjuViel
October 18, 2020

Let me share additional information, @DBR97.

 

You'd want to make sure that your QuickBooks is set to automatically predict or display drop-down lists when adding items to a sales order or other sales forms. I can guide you on how to do it.

  1. Go to the Edit menu.
  2. Choose Preferences.
  3. Select the General menu.
  4. From the My Preferences tab, make sure to mark the Automatically open drop-down lists when typing tickbox.
  5. Click Ok.

Now, you can try creating a sales order. Once you enter one letter to indicate an item, you'll automatically see a pop-up that will predict the complete code or name of the item you're trying to include. This way, you'll no longer need to view your item list. I've attached a screenshot for your reference.

 

On the other hand, adding a "Sub" on your item list means that the specific item is a sub-item of an existing item. It may denote that it is the same item but may differ in color, quality, size, manufacturer, or price. 

 

Get back to us here if you have other questions about navigating around QuickBooks. I'm always here to help.

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