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accounting638
Active Member

When I go to invoice a customer and bring up the invoice screen, The product/service column does not appear, It just has a description column?

I invoice using line items, the column is not there to choose from when invoicing. How do I know it's going to the right account?

2 Comments 2
Just_me
Level 11

When I go to invoice a customer and bring up the invoice screen, The product/service column does not appear, It just has a description column?

@accounting638 QB SUCKS!!  Try clearing your cache and see if that helps.  

Sometimes, after clearing the cache, I have to restart QB to make it work properly.  

JamaicaA
QuickBooks Team

When I go to invoice a customer and bring up the invoice screen, The product/service column does not appear, It just has a description column?

Hi @accounting638, thanks for reaching out in the Community! It sounds like you're having trouble with the 'Product/Service' column not showing up on your invoices. I can definitely help you troubleshoot this.

 

First, let's check a couple of things within QuickBooks Online:

 

  • Customize columns: Go to the 'Gear icon', then 'Custom Form Styles'. Select your invoice template and click 'Edit'. In the 'Content' tab make sure the 'Product/Service' column is selected and visible.

 

  • Check your view: On the invoice, Click on the 'Manage gear icon' for options to customize the columns displayed. Under the 'Customization' tab, 'Product/service' should be selected.

 

If those steps don't work, sometimes browser issues can cause unexpected behavior. Try accessing your QuickBooks Online account in a private browsing window (Command + Shift + N for Safari, Ctrl + Shift + N for Chrome, or Ctrl + Shift + P for Firefox) and see if the column appears there. If it does, clearing your browser's cache and cookies might resolve the issue.

 

In the meantime, to ensure your items are going to the correct accounts, you can manually enter the account name in the 'Description' column for now.

 

Do you need help tracking your sales and ensuring they're on the correct account? You can do it on your own with the guidance of an accountant. Speak now with a QuickBooks Live Expert for more personalized assistance.

 

Let me know if you're still having trouble after trying these steps, and we'll explore other solutions together!

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