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drakya+testqb
Level 1

Is there a way to change the default Product & Services ?

 
9 Comments 9
JamesM
QuickBooks Team

Is there a way to change the default Product & Services ?

Hello there, 

 

Sometimes it's necessary to edit your Products and Services. I'll be happy to show you how to accomplish in QB Online. 

 

QB is an easy-to-use program which allows you get more work done in less time. If you're looking to edit your income accounts on your Product and Services, follow these steps: 

  1. Go to Settings ⚙ and select Products and Services.
  2. In the Action column of the item, select Edit.
  3. From the Income account ▼ drop-down, choose the account you want to use. Can't see the account? Make sure the account's detail type is Sales of Product Income.

You can use step 1 > 2 to edit other details on your Product and Services. 

 

Note: You can only change the account for an item one at a time.

 

Give this a try and if you have questions, please contact our support team using this link. Let me know if you have other questions by leaving a comment below. I'll be on standby.

jay15
Level 3

Is there a way to change the default Product & Services ?

I am not sure how this response solves anything in regards to changing the default Product/Service. I would like to make some unused Products and Services be inactive which, when they are not the default Service is easy. However, when it is the default service then it errors out with the following message:

TryAndMakeDefaultServiceInactive.png

 

I have not found a way to change the default service and don't feel that it is correct for the system to simply choose the first product/service created as the default, especially as this can change over time.  How can I change my default service to a different one of those defined in system

Rebecca R
QuickBooks Team

Is there a way to change the default Product & Services ?

Hello jay15,

 

Managing your products and services is important and I like that you've been making unused items inactive. QuickBooks Online is equipped with fantastic inventory management features that help to keep your inventory so much more organized, and make your life easier when creating invoices. Let me explain why you're running into this error with default products or services.

 

QuickBooks Online comes equipped with a default Service called Sales. This item can't be made inactive, and there isn't an option to switch the default to be a different item. You'll have to leave this item as is, but you'll have no problem using the steps to make any other products or services inactive. If the default item is an item that you've created, you can make a new Service item titled Sales or Service to replace the default so that you can make the other item inactive.

 

Since I know being able to switch the default service item or make it inactive is important to you, I want to make sure our product development team knows too. Please use the Gear icon to select Feedback, and then have your say about how the Products and Services feature could be improved. We're always looking to make QuickBooks better for dedicated users like you.

I'll be on standby if you have any additional questions. Have a great day! 

jay15
Level 3

Is there a way to change the default Product & Services ?

Hi @Rebecca R,

 

We get to talk on 2 separate threads on the same day! Sweet!

 

Thanks for responding on this one too. Unfortunately there is currently no way to change the default product in the system. So to get around this one has to edit said product to match a product definition that you need and want to use to be able to not have an extra product in the list.

 

I have submitted a feature request to make changing the default product possible, but for now I have edited things to make them be what I need - the old product was not used so turning it into a used one that I wanted as the default is an OK solution, although more effort than one really wants to put in for removing an unused product from the system.

LauraAB
QuickBooks Team

Is there a way to change the default Product & Services ?

Hey there jay15,

 

I've seen a few of your responses here in Community now and I love that you're sharing your solutions for us to read as I'm sure they'll benefit other users as well. I can tell that you're resourceful and have a good understanding of the ins and outs of QuickBooks Online's functions, which is fantastic.

 

Thanks for sharing this solution for the default products and services with us, too. That's an interesting idea and I'll be sure to share it with my team. I hear what you're saying about it being a bit of extra work, so it's also good you've submitted feedback for these options. Our product development team is always keen on learning from QuickBooks Online users how they can continue to evolve the program.

 

I have a feeling we'll see you around Community again, so see you next time!

jess07
Level 1

Is there a way to change the default Product & Services ?

This also affects being able to use Categories with Products and Services. Is there a work around for this yet?

Tammy_H
QuickBooks Team

Is there a way to change the default Product & Services ?

Hi jess07,

 

Thanks for chiming in on this thread. I want to be sure you get the help you deserve; a few more details may be required to find out how to help you best.

 

When I try to replicate the issues, I can get the error that says you can't make a default product inactive. I was able to add a category to the default product. Perhaps you could elaborate on what's happening when you attempt to do this. A screenshot can often be helpful. Don't forget that this is a public forum, so for your privacy, don't give any private details.

 

Often when the program isn't giving the expected results, you may be experiencing issues with your browser. Clearing your cache and cookies is a good place to start. I'll provide you with the internet browser troubleshooting steps:

You might be required to log out or back into your QuickBooks Online account as you work through these steps. Try adding a category to products when you log in to see if the issue has been resolved.

 

If you'd like to continue troubleshooting in a more one-on-one type of support, you can contact a support agent in one of these ways:

 

Phone: Call us from Monday to Friday between the hours of 9 AM and 8 PM EST.
Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat
Social MediaFacebookTwitter, and Instagram.

 

If you'd like to provide more details, I can continue looking into it with you here. Take care.

jess07
Level 1

Is there a way to change the default Product & Services ?

I'm including screenshots. While it is a different error this time than it was last year, I've been encountering an error ever since. We aren't able to set up categories due to the default product and service that I can't make inactive. I am now getting an error that says it can't set up Categories because "Account name" is a duplicate and I need to change the name. But when I change the name it then says the new account name is a duplicate and it still can't change the name. 

ErrorExplanation.jpg Error1.jpg Step1.jpg

JamesM4
QuickBooks Team

Is there a way to change the default Product & Services ?

I appreciate you providing all the details. I'd like to make sure you get the support you need in a timely manner and I see you benefiting more by contacting our support specialists using the contact details provided above. One of our specialists will be able to share your screen and help get to the bottom of this ASAP. Let me know if you have other questions. 

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