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njpm15-yahoo-com
Level 1

QBO: Revise Product List without having to re-enter Sales Receipts and Customers?

I am new to QBO and used the SKU as the unique (for each product) field. I just found out that in QBO the Product NAME (not SKU) is the unique field (that is, it's not possible for two or more Products to have the SAME Name). I have already entered about 200 Products, 100 Customers, 150 Sales Receipts, and few Invoices in QBO. Before I enter more data, I need to revise my Products List by swapping the entries in the SKU and Product NAME fields as follows: Original Product List: Product NAME is Red cup 20 oz and SKU is RedCup20 Revised Product List: Product NAME is RedCup20 and SKU is Red cup 20 oz How can I revise the Product List without having to re-enter Sales Receipts and Customers?
3 Comments 3
Giovann_G
Moderator

QBO: Revise Product List without having to re-enter Sales Receipts and Customers?

Greetings, njpm15-yahoo-com.

 

You don't have to re-enter or update your sales receipts or customers if you change the product name of an item. Any modifications will reflect in the past transactions.

 

Here's how:

 

  1. Go to Settings .
  2. Select Products and services.
  3. Locate the item that you want to change.
  4. Click Edit.
  5. Make necessary changes.
  6. Once done, hit Save and close.

 

I've added these articles for more information on managing your products and services in QuickBooks Online:

 

 

Do you need help in personalizing the appearance of your sales forms? If so, feel free to review this resource for more detailed information: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Drop me a comment below if you have further questions about managing your inventories and services. I'd be more than happy to assist you again.

njpm15-yahoo-com
Level 1

QBO: Revise Product List without having to re-enter Sales Receipts and Customers?

I implemented recommended steps for 1 Product and I it worked as I was hoping. Thank you!

 

Is there an easy way to switch the entries in the SKU and Product NAME fields for all (remaining) Products (that is, bulk change)?

AbegailS_
QuickBooks Team

QBO: Revise Product List without having to re-enter Sales Receipts and Customers?

Thanks for getting back to us, @njpm15-yahoo-com.

 

Changing the product name in bulk isn't possible. The easiest way to change it is to do it manually. 

 

You can follow the steps above provided by my colleague to perform it.

 

 I'll share some helpful articles that can better guide you with setting up your products:

 

 If you have some items that need to bring in QuickBooks, you can do it by importing them. You can read this article for the detailed steps: Import products and services from Excel

 

Please don't hesitate to get back to me if you have any follow-up concerns managing your inventories. I'm always here to help. You have a good one. 

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