Question

Quickbooks Online products list out of order

Forum|Forum|4 years ago
July 20, 2021
3 replies
25 views

When I create an invoice, the drop down menu for my products is completely out of order and random. Products are listed correctly in the "Products and Services" screen. How do I change how the drop down menu in invoices/sales receipts/estimates to be in proper order? They should be arranged by the product name, but aren't.

QuickBooks Online

R

Rea_M

Level 10

Making sure that your product lists are arranged in proper order while creating sales transactions is my priority, @amwarner15.

Yes, you're correct. When you create invoices/sales receipts/estimates. the Product/Service drop-down menu should show your lists in (alphabetical) order. The same as those in the Products and Services screen. Please see the screenshot below for your reference.

When your product list is out of order, this can sometimes be caused by the browser's overtime collection of data from frequent page visits. To isolate this matter, you can perform some troubleshooting steps.

You can start by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

Press Ctrl + Shift + N (Google Chrome)
Ctrl + Shift + P (Firefox)
Control + Option + P (Safari)

Once signed in, go to the + New button to create a sales transaction (invoice/sales receipt/estimate). If the Product/Service drop-down menu shows your lists in (alphabetical) order, return to your default browser and clear its cache. This will refresh the system and remove older data that causes viewing and performances issue. However, if this matter continues, I'd recommend using other supported browsers.

Also, adding products and services as items to your sales forms will give you more detailed financial reports. To further guide you in tracking and managing the product and service items you sell, you can check out this article: Add product and service items to QuickBooks Online.

Keep me posted on how it goes. You can leave a comment below if there's anything else you need, and I'll gladly help. Take care, and have a great day ahead.

A

amwarner15Author

I'd done all of that- made sure my products were there and in order. Opened my browser in incognito, cleared caches, tried different browsers, and none of it worked. And then I screen shared with someone at Quickbooks and they couldn't figure it out either.

The system is guessing what the order should be in the drop down menu and there is no rhyme or reason for what it is picking. It's not the most common items, it's not the out of stock items, it's not recently purchased or updated priced items.

For example - in my products list - it is ordered as:

1) ang0005

2) ang0010

3) ang0015

And continues for hundreds of items in numerical order

When I type "ang" in the drop down menu, before today, it would bring up all items that start with ang followed by the numerical order as listed above. Now it brings up random suggested ones and has no order to it and I can't scroll through all of them and I can't memorize thousands of items exact codes. So when I type in "ang" it now brings up

1) ang0270

2) ang0330

3) ang0025

4) ang0010

and so on and it makes it incredibly difficult to produce estimates/invoices in a timely manner. My team is creating 100s of these a day and it just got way harder with no fix in sight.

I have turned off all automation features and that fixed nothing. Nothing about my systems have changed from yesterday to today. I have no clue why its doing this.

Z

ZackE_

Moderator

Thanks for following up with the Community about this, amwarner15. I appreciate you performing all of Rea_M's troubleshooting steps.

Since your products and services drop-down list still isn't displaying properly when creating transactions, I'd recommend getting in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

They can be reached while you're signed in.

Here's how:

Click the Help (?) icon.
Hit Contact Us.
Enter a description of your situation in the What can we help you with? field, then choose Let's talk.
Select Start messaging or Get a call.

Be sure to review their support hours so you'll know when agents are available.

Please feel welcome to send a reply if there's any additional questions. Enjoy the rest of your day!

K

Kaar37

I am joining this discussion. I was so hopeful when I read the first entry, but then the comments. :-( My issues are not as pressing as some people here but this problem needs to be fixed ASAP. How do you train new people when things are out of order like this? I have tried all the tips and tricks which at this point mostly seem to just distract you for a bit so you don't notice nothing is being done to correct the problem.

Get on this quickbooks!

R

RCV

QuickBooks Team

This is not the impression we want you to experience when creating an invoice. LatherLab.

I've checked our records and there's no reported case about this one. Since the recommended troubleshooting steps are not working, I'd suggest reaching out to our Customer Support team. They'll pull up your account in a secure environment and investigate what's causing this issue. Here's how:

Go to the Help icon to connect to a live support agent.
Click on the Contact Us button and provide some details about this concern.
Provide us with some information about your concern in the What can we help you with? box and click on Continue.
You'll now be provided options with connecting to our Customer Support.

You can check this article for more information about the different types of support we offer and their availability: QuickBooks Online Support. To learn more about tracking product and service items you buy and sell and your product quantities, check out this article: Add product and service items to QuickBooks Online.

Feel free to visit our Invoices and payments page for more insights about managing your company's income and sales transactions.

I'd like to know how you get on after contacting our support as I want to ensure this is resolved for you. Just leave a comment below and I'll get back to you. Take care always.

A

amwarner15Author

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