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I appreciate you taking the time to familiarize yourself with QuickBooks Online, @pettycmetro. Keeping your services organized is vital. Let’s fine-tune everything to ensure your billing process is smooth and efficient.
In QuickBooks Online, it is crucial to configure purchasing information accurately when adding services. Please specify that the services are from a vendor to ensure that the service will appear correctly under the Item Details section, facilitating smoother transaction processing and management.
Here’s a step-by-step guide on how to do this:
- Navigate to the Sales menu from the left navigation panel.
- Click on the Products and Services tab.
- Locate each service you wish to include on the bill and click Edit next to the corresponding entry.
- Uncheck that I sell this product/service to my customer's checkbox.
- Ensure that I purchase this product/service from a vendor checkbox is ticked.
- Click Save and close to finalize the changes.
If the services are already categorized as being sourced from a vendor but are missing in the Item Details list, I recommend accessing your account via an incognito window. This approach will help mitigate any potential issues related to web page functionality.
To assist you, here are the shortcut keys for opening an incognito window in various supported browsers:
- Mozilla Firefox: CTRL + Shift + P
- Microsoft Edge: CTRL + Shift + N
- Google Chrome: CTRL + Shift + N
- Safari: Command + Shift + N
After starting a new private browsing session, please log into your QBO account and check if the services are now displayed. If they appear, clear your browser's cache to help the program run smoothly and eliminate technical issues. You can also use other devices and supported browsers as alternatives.
To further enhance your experience with QBO, consider exploring QuickBooks Live Expert Assisted. This innovative service connects you with QuickBooks-certified experts who provide personalized guidance tailored to your needs, particularly in billing process.
Additionally, I'd like to recommend a comprehensive article that covers all aspects of managing bills in QuickBooks Online. This resource includes detailed sections on managing bills, uploading a bill from your computer, using Online Bill Pay, and more: Enter and manage bills and bill payments in QuickBooks Online.
I'm still here if you have any other questions or need further assistance navigating our software. This thread will always be open to any inquiries you may have about your bills. I truly admire your commitment to managing your finances, and I’m here to support you throughout this journey.
