Edit the name of a product/service

Amber_M · ‎March 19, 2021

I would like to edit the names of my products/services to match the description in my new CRM application. Will the names retroactively update as well? The names are only changing slightly and my services aren't actually updating so it is still the same service just a slightly different name.I want to still be able to run my sales by products/services for previous years. Will the previous sales summaries be available with the new names?

KlentB · ‎March 19, 2021

Hi there, Amber_M.

I'm here to share some information about how product and service items work in QuickBooks.

Once you edit the name of your product and service items, all its related transactions and reports will also be updated. By default, the changes that you've made should automatically reflect. If you've noticed that some of the items or transactions aren't updating, you can try refreshing the page by pressing the F5 key.

Take note that all your sales transactions (from past to present) will show the new item and service name once you run your reports. If you really need to view or keep your Product/Service Summary/Detail report from the previous years, you may need to export them to an Excel or PDF file first before changing the names. Here's how:

Select Reports from the sidebar menu.
Under the Sales and customers section, select Product/Service Summary or Detail.
Set the appropriate reporting date and accounting method.
Click the Export icon.
Choose Export to Excel or Export to PDF.
Save the file to your computer.

Additionally, I've included some articles that will help you update the income account and item type of the product and services that you sell:

Drop me a comment below if you need more help in managing your inventories and services. I'd be more than happy to assist you again.

View solution in original post

KlentB · ‎March 19, 2021

Hi there, Amber_M.

I'm here to share some information about how product and service items work in QuickBooks.

Once you edit the name of your product and service items, all its related transactions and reports will also be updated. By default, the changes that you've made should automatically reflect. If you've noticed that some of the items or transactions aren't updating, you can try refreshing the page by pressing the F5 key.

Take note that all your sales transactions (from past to present) will show the new item and service name once you run your reports. If you really need to view or keep your Product/Service Summary/Detail report from the previous years, you may need to export them to an Excel or PDF file first before changing the names. Here's how:

Select Reports from the sidebar menu.
Under the Sales and customers section, select Product/Service Summary or Detail.
Set the appropriate reporting date and accounting method.
Click the Export icon.
Choose Export to Excel or Export to PDF.
Save the file to your computer.

Additionally, I've included some articles that will help you update the income account and item type of the product and services that you sell:

Drop me a comment below if you need more help in managing your inventories and services. I'd be more than happy to assist you again.

KlentB · ‎March 22, 2021

Hi Amber_M,

Hope you’re doing great. I wanted to see how everything is going about the issue in product and service items last week. Were you able to edit their name? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

Amber_M · ‎March 23, 2021

Thanks, Klent! I have not yet updated the names but feel confident with your solution to move forward. Will let you know if I need any additional help when I get to the next step. Thanks!

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Edit the name of a product/service