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jdnewberry7
Level 1

How to populate description with part number

when I type the description in the product/service column it only populates the pat number & not the description
5 Comments 5
JoesemM
Moderator

How to populate description with part number

Hello there, jdnewberry7.

 

I'd love to help you achieve your goal, but would you mind sharing more details about it? Like what are you trying to do with QuickBooks or adding a screenshot of your concern? It can help us get on the same page and provide accurate resolution.

 

I'll wait for your reply, or if you have any other questions, please let us know. We're always here to help. 

jdnewberry7
Level 1

How to populate description with part number

With the new format only the part number populates when I type in the description in the product/service column.

Kevin_C
QuickBooks Team

How to populate description with part number

Thanks for the additional details and screenshots regarding your concern, @jdnewberry7.I reviewed it further and see that the information you shared about selecting an item behavior in the new invoice layout is correct.

 

Currently, the option to show the product/services' part number (SKU) and description of your transactions is unavailable in the new format of QuickBooks Online (QBO). Only the item name will appear when typing in the Product/Service column, and you'll have to select one item first to view its part number (SKU) and descriptions in the meantime.

 

For now, I recommend sending feedback to our Product Development Team regarding this matter. They're willing to receive your requests and actively encourage you to share your insights and suggestions. Let me show you how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Type in your feedback and product suggestions.
  4. Click Next to submit them.

 

In addition, you can check out this article to learn how to personalize and add specific details to your invoice and other form styles in the program: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Stay connected by posting a comment below for any additional inquiries regarding managing sales transactions in QBO. I will promptly address your concerns. Have a great day.

acemoody58
Level 1

How to populate description with part number

I'm having the same issue, it was there prior to this update. Not having the description show with the part numbers is a MAJOR issue. 

acemoody58
Level 1

How to populate description with part number

This feature was there until this latest update. This is a MAJOR issue when I'm trying to invoice customers for a mobile service and have thousands of part numbers. With the previous format I could know a portion of the part number and then follow the descriptions to get the rest of the needed info. Now I have to go to another website look up the part (which is not the easiest or time saving thing to do)  to make sure I type/bill the correct info. 

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