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Restrict items list invoice entry

Forum|Forum|7 years ago
February 20, 2019
1 reply
17 views

Hello. Is there a way to restrict which items are available for use during invoicing? I would like to only allow certain items to be used in customer billing.

QuickBooks Enterprise Suite

Best answer by

Hello, fischerhoneyco.

In QuickBooks Desktop, we’re unable to restrict some items when creating an invoice. As a workaround, you can inactivate the item temporarily so they won’t show up when making an invoice.

Here’s how to inactivate an item:

Go to List at the very top.
Select Item List.
Choose and right-click the item you’d like to exclude.
Select Make Item Inactive.

You can also send feedback about this to our developers. Just click Help at the top, Select Send Feedback Online, and chose Product Suggestion.

Visit us again anytime you have other questions about QuickBooks.

A

Anonymous

Answer

Hello, fischerhoneyco.

In QuickBooks Desktop, we’re unable to restrict some items when creating an invoice. As a workaround, you can inactivate the item temporarily so they won’t show up when making an invoice.

Here’s how to inactivate an item:

Go to List at the very top.
Select Item List.
Choose and right-click the item you’d like to exclude.
Select Make Item Inactive.

You can also send feedback about this to our developers. Just click Help at the top, Select Send Feedback Online, and chose Product Suggestion.

Visit us again anytime you have other questions about QuickBooks.

T

TCPT

But what if the item is active, just not sold to a group of customers? Need to see items by site or price rule. We sell different products to different customers.

J

JanyRoseB

Level 5

Thanks. Our customers order an average of 8 items, every 10 minutes during our ordering window (6-12). Since there are different groupings of items on each price rule, it would be awesome to just jump to the customers specific list and sell from that without having to see all 1100 items.

Thanks for getting back to this thread, @TCPT.

I understand how the option to hide an active item when invoicing a customer would be helpful for you. I'll make sure to take note of your feedback and will inform you once we receive product enhancement update about the availability of this option.

In the meantime, you may want to consider the workaround provided by my colleague.

Please know that you're always welcome to post if you have any other concerns related to QuickBooks. The Community will always here to help you out. Have a good day ahead!

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