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Artec
Level 2

Entering item on S.O. by item description

When entering items on a estimate/S.O./invoice, I can only enter the item by the item code that I entered when I entered it in QB, but since I don't remember always the code, I need to be able to enter also the items by typing the description of my item. (on QBO it works). can anyone help?

2 Comments 2
Charies_M
Moderator

Entering item on S.O. by item description

Thanks for coming here for assistance, Artec.


Let me help achieve your goal of entering items in sales orders using an item description. I'll show you how:

 

1 - Create sales order

2 - Click on Item name

3 - Have a field popup where you can type either an item code or description

4 - Start filtering automatically as its being typed (no button)

5 - Filter by any keyword or partial keyword in any order

 

For tips and related articles in the future about the "How Do I" steps in QuickBooks Desktop, visit our QuickBooks Community help website for reference.

 

Reach out to me with whatever questions you may have about QuickBooks. I’m more than happy here to assist you further. Have a good one.

Artec
Level 2

Entering item on S.O. by item description

Hi Charies,

 

Thank you very much for your reply. my problem isn't really solved. pls see attached screen shot and you'll get a better understanding of what I'm referring to

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