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9
9341452822979215
October 3, 2024
Question

Creating sales recipts

  • October 3, 2024
  • 1 reply
  • 18 views

Why are some of my services/products not showing up while trying to create a sales receipt in quickbook online?

1 reply

J
Jelayca VQuickBooks Team
QuickBooks Team
October 3, 2024

Let’s work together to ensure you can create a sales receipt in QuickBooks Online (QBO), customer.

 

If some of your services/products are not showing up while trying to create a sales receipt, there are a few potential reasons for this.
 

First, please confirm that the services/products in question are active in your Product and Services list. Inactive items will not be displayed on sales receipts. You can check this by navigating to the Sales tab and selecting Products and Services.
 

If all items appear to be active and the issues persist, I recommend using your browser's private or incognito window to see if a webpage issue is affecting what’s visible. Depending on your browser type, you can use the following shortcuts:
 

  • Google Chrome and Microsoft Edge: Ctrl+ Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

     

If you can see your services/products in the private window, returning to your regular browser and clearing the cache can help create a fresh start. Switching to other supported browsers is another viable option.

 

You can visit this article to learn how to personalize and add specific information to your sales forms, enabling you to create professional-looking invoices, estimates, and sales receipts in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I’m always here to help you if you have further questions about creating sales receipts in QBO. Please click the Reply button below, and I’d be more than happy to assist you!

9
9341452822979215Author
October 4, 2024

There are 8 revenue categories under the income revenue account that I have created in chart of account.

But the product/service drop down arrow only shows 3 revenue categories when I try to make a sales receipt.

 

Please assist.

Clark_B
Clark_BQuickBooks Team
QuickBooks Team
October 4, 2024

Thank you for the screenshot, Customer. Let me provide you with some details on how you can fix the missing 5 categories when creating a Sales Receipt in QuickBooks Online (QBO).


When generating a Sales Receipt (SR), the items displayed under the Product/Service section are those that have been listed in the Products and Services section within the List section, and not those within the Income Account category in the Chart of Accounts (COA). The COA is designated for categorizing accounts, rather than products or services. To ensure all necessary categories are visible in SR, you'll have to create the five missing entries within the Products and Services list. 

 

Here's how:
 

  1. Go to the Gear Icon or Settings and select Products and Services under the List menu.
  2. Click the New option and choose Service.
  3. Fill in the Name, Category, Description, Price/Rate and select the specific Income Account.
  4. Review it and click Save and Close.

 

 Once done, you'll now be able to show the other 5 missing categories when generating Sales Receipts.

 

For reference, you can also check this article to know more about product and service items: Add product and service items to QBO.

 

I'll also add this article to learn how to track your inventory: Set up and track your inventory.

 

If you have any concerns about managing categories and products and services, please tag me in the comment section, Customer. I'll assist you in any way possible.

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