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RCD Distributors
Level 1

Add item to invoice by its description

Currently I have to add products to the invoice by the name of the item. Many of the products I sell are identified only by a number and it is difficult to differentiate one product from the other. This problem would be solved if you could add a description of the product in the invoice. Is there any way to do this? Thank you

3 Comments 3
MaryLurleenM
Moderator

Add item to invoice by its description

You can actually add a description on the item, RCD Distributors.

 

When you add an item in QuickBooks Desktop, there's a box for description. You can add your identifier from there, and when you create an invoice, it will show beside the item name. Here's an example:

 

 

Here's how you can edit the item to add the description:

  1. Click Customers on the menu.
  2. Select Item List.
  3. Locate the item, and click the Item drop-down. Then, select Edit Item.

It should look like this: 

 

Check this article for more information: Add, edit, and delete items.

 

Let me know if you have additional questions about this.

RCD Distributors
Level 1

Add item to invoice by its description

Thanks for the reply. The problem that we are having is looking for the items to add them to the invoice. Because we have so many items it is difficult to remember the number of each one. We want to know if there is a way of adding the product by the description, instead of the number. For example if I want to add a camera I would like to search camera to add it to the invoice instead of remembering the item number. Is it possible?

Maybelle_S
QuickBooks Team

Add item to invoice by its description

Thanks for coming back to us, @RCD Distributors.

 

When adding an item in QuickBooks Desktop, we're not able to use the item description. We can only use the item name.

 

I've also added this article about price rules in QuickBooks: Use Advanced Pricing.

 

Also, I encourage checking our Help articles page to learn some tips and tricks in managing your QBDT account. From there, you can read great articles that can guide you through the steps by steps process.

 

Don't hesitate to drop a comment below if you have other questions. I'm more than happy to help. Take care!

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