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Level 1

Item Column on Estimates and Sales Orders Change in version 20

I just upgraded to version 2020 for Enterprise Manufacturing and Wholesale

there is a change on the item column for estimates, sales orders, etc. .  in the past, when I would start typing in an item number a pop up would appear and show item numbers and description. this was very handy when I knew the first number or first 2 numbers of an item, but not the entire thing. 

 

Now, that pop up still appears, but now it seems the information displayed is Item - manufacturer part number (if there is one) and then the description. so it took what is a limited field of view and added information that I have no desire to see. it pushes the description so far to the right that I can't see more than the first couple of words of the description.

 

I want it back to just the item and description as we don't use a manufacturer part number on our sales, estimates, etc.  only a few of our over a thousand items even have a manufacturer part number.  we use it for purchasing from those vendors but that's it.  it's mostly just extra information in case we need it when purchasing. 

Any idea how to do that ?   and if I did go through my entire inventory list and erased all of the existing manufacturing part numbers, would that bring the description back to the left or still leave an empty column of space between the number and description?

4 Comments
QuickBooks Team

Item Column on Estimates and Sales Orders Change in version 20

Thank you for the detailed information, @maggie1516.

 

I haven't found any ongoing investigations about this issue. To narrow down the cause of this behavior, we can start by verifying and rebuilding data in QuickBooks Desktop. This process helps self-identifies the most commonly known data issues within a company file and resolves most data integrity issues. 

 

Here's are the steps:

 

  1. Go to the Window tab beside Help, then choose Close All.
  2. To verify the data, choose File then Utilities. Select Verify Data. If you see:
    • "QuickBooks detected no problems with your data," no further action is needed.
    • A specific error message, there may already be an article for it. Try searching for it in our QuickBooks Desktop support site for specific instructions.
    • "Your data has lost integrity," indicates there is data damage in the file. Continue to the steps below to Rebuild Data to correct the problem.

 

To rebuild the data:

 

  1. Choose FileUtilities then Rebuild Data.
  2. You will receive a warning message to backup your company file, press OK. A rebuild requires a company file backup beforehand because in rare cases the process may need to delete transactions or list entries to fix the file. A backup of your company file will ensure you have a secured copy of your company file before any changes are made to it.
  3. Select where you want to save your backup, then select OK at the bottom of the QuickBooks Desktop Backup window.
    • If the backup fails, select Cancel at the Rebuild prompt and contact Payroll Support for additional assistance.
    • If a message asks if you want to replace another backup file, select NO. Enter a new name in the File name field and click Save.
  4. The Rebuild Data utility starts as soon as the backup is finished.
  5. Click OK when you get the message "Rebuild has completed".

 

If you detected no errors, we can proceed by resorting your inventory lists to organize them to its original order. This can be done by opening your item list, then select Re-sort List from the View tab.

 

For additional references about this action, check out these articles:

 

After following these steps, you should now be able to create your transactions as before. In case you need tips while working with QuickBooks in the future, feel free to skim through our help articles.

 

If you have any other questions, mention me in the comment section below. I'll get back to you as quickly as I can. Have a good day!

Level 1

Item Column on Estimates and Sales Orders Change in version 20

actually, I don't think it's a company file issue.  I'm sure that this change was meant to be helpful and for people who do use manufacturing part numbers, I bet it's invaluable.  I've attached a screenshot here.  As you can see, we don't usually use manufacturing part numbers. there are only 2 items that use them but because they exist, the whole list is moved over.  Does that make sense?  I'm hoping that if I delete all manufacturing part numbers and all of those fields are blank, then maybe the description field will move closer to the left, next to the item number.  but, if the manufacturer's part field is now part of that drop down, even if it's empty, it might still give us that big blank space.

 

 

QuickBooks Team

Item Column on Estimates and Sales Orders Change in version 20

Thanks for coming back to us @maggie1516,

 

I understand how important it is to have this pop up option to your business. I'd recommend contacting our QuickBooks Technical Support, so they can take a quick glance at your file. 

 

This way, they can create a case for you and investigate further. You can reach them through:

 

  1. In your QuickBooks, go to Help or pres F1.
  2. Scroll down and click the Contact us link.
  3. In the Contact Us page, enter a brief description of your case in the Ask us anything field.
  4. Hit Search.
  5. Choose Start a Message or Get Phone Number.

I'm also adding this article about advanced inventory that I'm sure you'll find helpful. It has detailed steps that'll guide you in tracking your inventory stored at different locations or sites.

 

Please know that we're always here if you need help with anything else, so don't hesitate to reply anytime. Take care and I wish you have a nice day ahead.

Level 1

Item Column on Estimates and Sales Orders Change in version 20

In case anyone else found this change annoying, I did get on with a tech support rep and she was able to replicate what I was seeing but did not see any preferences or way to edit what I saw.  On a whim, I did delete all of the manufacturer part numbers that existed to see if all the fields were empty, then my description would move back towards the left and let me see it again. it didn't work.

final "resolution" was for me to send feedback and suggest a change to the program. 

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