Thank you for joining us here in the Community, AdrianFPR.
I can see how important it is for your business to properly categorize your items. This allows you to easily track them and keeps your records accurate. Let's go over some troubleshooting steps to get the itemized category to appear on the estimates.
To begin, check your products or services and make sure they’re not deleted, as they’ll no longer show up in the list when you create a transaction. This reference will walk you through the process of looking for deactivated items and reactivating them: Add product and service items to QuickBooks Online. For step-by-step instructions, go to the Delete a product or service item section.
If the products mentioned above are active, let’s open QuickBooks Online (QBO) via private browsing or incognito mode. Then, create your estimates from there. These browser sessions do not retain local files or cache, hence eliminating the potential for a webpage issue.
Here are the shortcut keys for each browser:
- Google Chrome: Ctrl + Shift + N
- Microsoft Edge: Ctrl + Shift + P
- Firefox: Ctrl + Shift + P
- Safari: Command + Shift + N
If this works, clear the cache and cookies of your regular browser to delete those temporarily stored files and optimize its performance. If you continue to get the same result, utilize a supported browser to record the sales form.
With these steps, the quartz, pebbles, and plaster should appear in the Products/Service drop-down menu. These resources will also teach you how to keep track of estimates and classify your goods and services:
For tips and resources to better manage your accounting tasks, our online resources contain topics that will guide you on how to accomplish each one in QBO.
Feel free to leave a comment below if you have other sales-related concerns or questions about QuickBooks. I’m always ready to assist further. Have a good one.
