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I requested this 10 years ago when I first started using Quickbooks and they told me they were working on a solution.
The easiest workaround that I found which is you probably already know is that when I am making out an invoice and under item name if I am unsure of what the item number is, I will click on the down arrow and at the top of the scroll bar click on <find and select items> and from there you can search from description and check or uncheck items you want to add. That seems to be the fastest way at the moment to accomplish this.
I will check back in another 10 years to see if they have figured out how to auto populate by typing the description under the item box.
I agree with Bamagirl1. This function in QuickBooks should be an issue that is address and resolved. I read a post that indicated they requested this 10 years ago. I hope there is a solution in the very near future.
We are also an electrical company with multiple items for similar products.
The creating order/invoicing/estimating needs to be simple and much more user friendly. Our electricians need to be able to create estimates in a timely manner that is not frustrating. A quote/estimate should be an easy process.
This process needs to be simplified for invoicing, as well. If a system is cumbersome and hard to follow, it makes it very difficult for others to train and get familiar with the system.
I too, would like to see an item description function which would simplify the billing process.
Thank you and I look forward to our next update including item description search while creating an invoice.:)
Any update?
Hi asp441,
I know that this option can be very useful for you. However, after checking, there isn't an update about this yet. In the meantime, you can do the workaround I suggested above. Export the report to Excel and use its Find function to search for an item.
By the way, you will see articles about new features on the QuickBooks Blog page. Some are also emailed or announced within QuickBooks.
You can always go back to this thread if you have other questions in mind.
Our company is also in the electrical field and while we came up with an item number system to get around most of this we run into the same multiple category issue which is subjective to the opinion of the person entering the parts into the system. The easiest solution Quickbooks could allow for is to: include the descriptions of items as a cross-reference so as you're typing into the item list it would also search the description for the item.
In our trade there is an official product designation (what gets used mostly but not what people call it), the name a supply house would call it, and the name a person in the field would call it; again when searching the list you have to guess what the item was entered in under.
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