QuickBooks Online - Item description intermittently shows in dropdown list during Bill/Expense entry

Thank you for getting in touch with us, Heather.

I'll gladly share the information you need to help you achieve your goal.

You'll want to go to your Products and services and check if you've input the item description in the correct information box. Also, ensure you put the check mark to the checkbox for the product detail to display in the dropdown list during your Bill or Expense entry.

Here's how: 

1. Go to the Sales tab, then Products and services.

2. Hover over a specific product or service and click Edit.

3. Make sure to put a check on the checkbox under Description.

4. Type your item details.

5. Save and close.

Once done, you can check it by recording a bill and see if the item detail displays.

However, if the issue persists, in the meantime, you can perform basic troubleshooting steps to determine if it is a browser-related issue. You can use a private browser. If this fixes it, we can proceed and clear the cache in the one that you're currently using. Here’s how to use a private browser:

• For Chrome, press Ctrl + Shift + N.
• For Internet Explorer or Firefox, press Ctrl + Shift + P.
• For Safari, hold down Command + Shift + N.
• Mozilla Firefox: Ctrl + Shift + P

You can refer to this article if the steps were successful: Clear cache and cookies to fix issues when using QuickBooks Online.

You can visit this article to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Know that the Community is always here to back you up. Have a great day ahead!

Hi James! Thank you very much for your response.

May I ask for clarification on this statement? "Also, ensure you put the check mark to the checkbox for the product detail to display in the dropdown list during your Bill or Expense entry."  Is there another checkbox somewhere that I should look for aside from the "I sell this product/service to my customers." and "I purchase this product/service from a vendor." checkboxes shown in the screenshots you provided?

It's good to see you back, @Heather-M. I'm here to provide clarification about your query.

The only checkbox my colleague @JamesAndrewM is referring to is the one highlighted on the screenshot he provided. 

I've included the following article as supplemental reading for your convenience, so you can learn more about managing your bills and expenses:

• Enter and manage bills and bill payments in QuickBooks Online
• Enter and manage expenses in QuickBooks Online

Feel free to visit the Community should you have other concerns. I'll be around to help. Have a great day ahead.