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LG_2024
Level 1

New invoice layout - categories not visible in Product/Service dropdown

We use a hierarchy of categories and subcategories to organize our services. In the old layout, the Product/Service dropdown would show the entire path: ServiceCategory:ServiceSubCategory:ServiceName.

In the new layout, all I can see in the dropdown is the service name (i.e. the last element of the path). Since we have dozens of services under each category and subcategory, we need to see the entire path in the dropdown, otherwise it's impossible to distinguish between services when adding a line item.

We are being forced to move to the new layout, but this change makes invoicing unusable!

Please see screenshot.

1 Comment 1
KayePe
QuickBooks Team

New invoice layout - categories not visible in Product/Service dropdown

Hello there, @LG_2024. Thanks for letting us know how the changes impacted your end when creating invoices inside QuickBooks Online (QBO).


In the new invoice experience, you'll be able to identify what category the item is once you already added it to the line item. The option to see the entire path of the product and service is unavailable. I can see how beneficial it is for you and your business. Therefore, I recommend sending a message to our development team. This way, they can review your suggestion and consider it for future product enhancements. Here's how:


1. Select the Gear icon, then choose Feedback.
2. Type in your comments or product suggestions.
3. Select Next to submit.


As a workaround, you can rename those in the Product/Service information to easily identify when creating a transaction. Here's how:
 

  1. In Sales, choose Product and Services.
  2. Select the product or service you want to modify the name and click Edit.
  3. In the Name field, put an identifier to distinguish the product easily.
  4. Once done, hit Save and close.

 

On the other hand, you can record the invoice payments to connect them to the invoice to balance your accounts.


If you have further questions about invoices or any other concerns regarding QuickBooks Online, please feel free to comment below. Keep safe always.

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