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thartman-student
Level 1

My QBO isn't matching my homework instructions, options they are telling me to choose for product/service selection on creating an invoice isn't there, and no auto fill

 
2 Comments 2
Maybelle_S
QuickBooks Team

My QBO isn't matching my homework instructions, options they are telling me to choose for product/service selection on creating an invoice isn't there, and no auto fill

Let's get rid of the error so you can match in QuickBooks, @thartman-student.

 

The error usually occurs when the invoice doesn't have a product/service. Let's make sure to select the product/service so you can match.

 

Here's how:

 

1. Go to the +New button, and then select Invoice.

2. Choose your customer from the drop-down arrow.

3. Review the Invoice date.

4. From the Product/Service column, select a product or service. You can also select +Add new to create a new product or service right from the invoice.

5. Enter a quantity, rate, and change amount if needed.

6. Select the Tax checkbox if you need to charge sales tax.

7. Hit Save and close.

 

You can also check this link to turn on inventory tracking in QBO: Set up and track your inventory tracking.

 

I'm adding these articles for future guide:

 

• Change product and service item types in QuickBooks Online

• Remove or merge a product or service.

 

Stay in touch with me if you need anything else from managing your account in QuickBooks. I'll be right here to help you.

Maybelle_S
QuickBooks Team

My QBO isn't matching my homework instructions, options they are telling me to choose for product/service selection on creating an invoice isn't there, and no auto fill

Hi, @thartman-student.

 

Hope you're doing great. I wanted to see how everything is going about matching the homework instructions you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at any time.

 

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

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