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Level 1

Organizing Product Sub Categories in Invoices

Hi, 

I started using Quickbooks online for spare parts inventory tracking. I created a spare parts category in products and services and added subcategories for different spare part types (eg different manufacturers).

The issue is that when I'm creating an Invoice and click on the product service drop down menu it shows me every single item making the list way too long . Is there a way to organize the list and only list the sub category products when I selected the main "spare parts category"? Kinda like a drop down menu?

 

Thank you

1 Comment
QuickBooks Team

Organizing Product Sub Categories in Invoices

Hi there, @Seppelrator.

 

Currently, organizing the list of product/services on a category to show a drop-down list to select the spare parts is unavailable.

 

I know this will be easier if we're able to get this functionality in the future updates. Our product developers are always in for upcoming changes, especially for brand new designs and ideas like yours. I encourage you to visit our blog site anytime you want to see something new in QuickBooks like features and product enhancements.

 

In the meantime, I suggest typing the name of the item to find and select it easily from the list of product/services.

 

In case you want to make creative invoices and enhance its appearance to make it more attractive, you can reference this article for the details: Customize invoices, estimate, and sales forms in QuickBooks Online. This covers how to customize the info on your sales forms.

 

If you have additional questions with QuickBooks, please let me know by leaving a comment. I'll be happy to respond. Thanks and have a safe day ahead!

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