The SKU option is available in all QuickBooks Online versions, Yvonne. You should be able to enter the SKU number when creating a product/service item.
To display the SKU column when creating a transaction, you'll need to turn on this function first. Here's how to do it:
If you're having issues entering or displaying the SKU, I'd recommend doing the browser troubleshooting steps. This will help us get rid any cache-related issues. Here's how to do it:
Get back to me if you need more help with this. I'll be around.
I want to add a non-inventory sku to an invoice. Ive set up the non-inventory sku but it will not let me select it. It doesnt even show up as a sku option. Why not?
If you referring in creating an invoice and the non-inventory SKU you've created will not let you to select it, I suggest putting a checkmark under I sell this product/service to my customers from Product/Service information. This way, to make sure that the non-inventory you've made will show as chooses in the Product/Services column. To do this, you'll need to edit the non-inventory SKU you've setup.
1. Click the Gear icon and select Products and Services.
2. Select the non-inventory you've created and click the Edit option in the right corner.
3. Put a check mark in the I sell this product/service to my customers box under Description.
4. Click the Save and Close button.
Once done, you have already the option to select the Non-inventory you created and also you'll see the SKU option.
If you mean that it doesn't show up the SKU option when setting up non inventory from Product/Service information, I suggest to turn on this option from Account and Settings. Please follow the steps provided by my colleague above.
Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.
Ive done that. Everything is in order but when I process an invoice I can not choose the non-inventory item in the sku field. When I click on it, nothing happens. All of the other fields with highlight to where I can type or drop down. The sku field does not do this. Its like its not active even though I have done everything so that it should be.
I understand that you want to select the item in the SKU field, BHollis.
QuickBooks Online will auto-populate the sku number in the SKU field when selecting an item. We're unable to search and select a product in that field. However, we can search and select it in the Product/Service field using an sku number.
Simply enter the sku number and QuickBooks will show you the result. Refer to the screenshot below:
I'd like to share this article about customizing sales forms. This will guide you on how to personalize not just the invoice, but also the estimates and sales receipts.
Comment below if you need more help with your products/items. We're open 24/7 to help you.
I just want to voice how unfriendly the UI is for customizing Estimates.
My goal was to have SKU and Description on a Sales Order to duplicate the utility Quickbooks desktop has given the business I work for for years. QBO doesn't have Sales Orders, it has Estimates. That vernacular is frustrating enough, but OK. Next I want to add SKU. You'd think by customizing the layout for an Estimate to include SKU, it would do just that. But no, you also need to turn SKUs on in settings. That's ridiculous. I also wanted to remove Service Date. My customizing the Estimate form didn't remove that field, it just removes it from an emailed document. And lastly, I can't enter items by SKU, I need to search for them in the Product/Service field. This all creates junk or repetitious data, and clutters the screen with fields I don't want to use.
These should not be issues for the most expensive cloud based accounting software on the market.
Adding an item using the SKU is still possible, ben100.
You'll want to try the workaround I've shared above. Though not in the SKU field, we can enter or search it in the Product/Service field.
Also, the changes made on the Custom Form Styles will reflect only on the form itself. If you want to remove the service date when creating an estimate, you can turn it off in the settings page. Go to the Gear icon and select Account and Settings. From the Sales tab, click the edit (pencil icon) on the Sales form content section and uncheck the Service date. Once done, select Save and Done.
I understand that there are limitations in QuickBooks Online. Allow me to send feedback to our developers so they can consider adding more features and options in this version.
I'll be right here of you have more concerns. I'm all ears and ready to help.
I have followed your instructions, changed browser, cleared cache and still no luck. It is imperative I have an invoice with SKU numbers. I have tried custom documents but even when I assign to <sku> nothing shows up on invoice.
This is getting frustrating.
I can see the importance of getting the SKU information showed up on your invoice, domgee. But I'll share with you the additional steps to resolve this issue.
You're on the right track in performing the initial steps provided by my colleagues above. Since the steps didn't work, I'd suggest adding an SKU custom field to your sales forms. Let's first turn on the custom fields feature in the settings. This way, you can add this info to your invoices. Please take note that this is available for Plus and Essentials versions. Here's how:
View the screenshot below to show you the last six steps. For detailed instructions, check out this article: How To Add Custom Fields To Invoices.
After that, you'll be able to see the SKU Number field on the invoice. Then, manually enter the SKU info on this box as seen in the screenshot below.
Furthermore, you can go to the Custom form styles page. It helps you manage all your templates in one place. From there, you rename, delete, preview your existing template as PDF, or make it default.
I'll be right here to help if you need further assistance. Have a great day, domgee.
THank you for the reply but there are a few issues.
1) I already use up 3 custom boxes (that is the limit I believe). I cannot change this as I need those 3 boxes
2) Even if this is changed, are your instructions to add SKU as a custom field and then for every entry on an invoice I would have to manually enter each sku? We have hundreds of products - this is not possible to remember each SKU - it should pull up automatically.
Yes, you're allowed to set up 3 custom fields in your sales forms, domgee.
Once you change your custom field to include the SKU, you still need to manually enter them in your invoices.
I know how important it is to automatically include the sku number in the SKU field to keep track of your transactions. Since you're unable to auto-populate SKU after performing the steps provided by my colleagues above, I'd recommend contacting our QuickBooks Online Support team. They can identify the cause why your SKU codes will not automatically appear in your invoices and help you fix it.
You can check out this article to learn more about the different types of support we offer at Intuit and its availability: Support hours and types. It also contains important reminders about occasional downtime in the Footnotes section.
Additionally, you can pull up the Transaction Detail by Account report to view the list of all your invoices that are due on a particular date range. For the detailed steps, you can refer to this article: Invoice by due date report.
Please let me know if you have other concerns. I'm just around to help.