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Restrict items list invoice entry

Hello.  Is there a way to restrict which items are available for use during invoicing?  I would like to only allow certain items to be used in customer billing.

Best answer 02-20-2019 06:33 AM

Accepted Solutions
QuickBooks Team

Re: Restrict items list invoice entry

Hello, fischerhoneyco.

 

In QuickBooks Desktop, we’re unable to restrict some items when creating an invoice. As a workaround, you can inactivate the item temporarily so they won’t show up when making an invoice.

 

Here’s how to inactivate an item:

  1. Go to List at the very top.
  2. Select Item List.
  3. Choose and right-click the item you’d like to exclude.
  4. Select Make Item Inactive.

You can also send feedback about this to our developers. Just click Help at the top, Select Send Feedback Online, and chose Product Suggestion.

 

Visit us again anytime you have other questions about QuickBooks.

1 Comment
QuickBooks Team

Re: Restrict items list invoice entry

Hello, fischerhoneyco.

 

In QuickBooks Desktop, we’re unable to restrict some items when creating an invoice. As a workaround, you can inactivate the item temporarily so they won’t show up when making an invoice.

 

Here’s how to inactivate an item:

  1. Go to List at the very top.
  2. Select Item List.
  3. Choose and right-click the item you’d like to exclude.
  4. Select Make Item Inactive.

You can also send feedback about this to our developers. Just click Help at the top, Select Send Feedback Online, and chose Product Suggestion.

 

Visit us again anytime you have other questions about QuickBooks.