cancel
Showing results for 
Search instead for 
Did you mean: 
geoff7
Level 1

In my invoice template, there is a "Product/Service" field with a drop down menu. How can I delete an item in that drop down menu that is not used?

 
Solved
Best answer January 05, 2020

Best Answers
IamjuViel
QuickBooks Team

In my invoice template, there is a "Product/Service" field with a drop down menu. How can I delete an item in that drop down menu that is not used?

Greetings, @geoff7.

 

You can only inactivate products or services in your QuickBooks to remove them from the "Product/Service"drop-down menu. I can guide you how.

  1. Go to the Gear Icon.
  2. Select Products and Services.
  3. Locate the desired product or service you want to make inactivate.
  4. From the Actions columns, click on the Edit drop-down menu.
  5. Choose Make inactive in the drop-down list.
  6. Click Yes to confirm. 

Once completed, the product or service will no longer be included in the reports nor displayed when creating an invoice or any sales form. However, it will show as  "Name of the item (deleted)" in your existing transactions.

 

For more insights about managing your products and services in QuickBooks, you can check this article: Remove or merge a product or service.

 

Also, you may read through these articles to learn more information and guidance about Product and Service types

Get back to us if you have other questions about creating creating an invoice in QuickBooks. I'm always here to help.

View solution in original post

4 Comments
IamjuViel
QuickBooks Team

In my invoice template, there is a "Product/Service" field with a drop down menu. How can I delete an item in that drop down menu that is not used?

Greetings, @geoff7.

 

You can only inactivate products or services in your QuickBooks to remove them from the "Product/Service"drop-down menu. I can guide you how.

  1. Go to the Gear Icon.
  2. Select Products and Services.
  3. Locate the desired product or service you want to make inactivate.
  4. From the Actions columns, click on the Edit drop-down menu.
  5. Choose Make inactive in the drop-down list.
  6. Click Yes to confirm. 

Once completed, the product or service will no longer be included in the reports nor displayed when creating an invoice or any sales form. However, it will show as  "Name of the item (deleted)" in your existing transactions.

 

For more insights about managing your products and services in QuickBooks, you can check this article: Remove or merge a product or service.

 

Also, you may read through these articles to learn more information and guidance about Product and Service types

Get back to us if you have other questions about creating creating an invoice in QuickBooks. I'm always here to help.

View solution in original post

beagle17
Level 1

In my invoice template, there is a "Product/Service" field with a drop down menu. How can I delete an item in that drop down menu that is not used?

I am using QB self-employed and I'm not finding these same options. Is there a way for me to do this with QBSE?

Joesem M
QuickBooks Team

In my invoice template, there is a "Product/Service" field with a drop down menu. How can I delete an item in that drop down menu that is not used?

Hi there, @beagle17.

 

Welcome to the Community space and I appreciate that you want to use the inactive feature in QuickBooks.

 

Currently, making your  Product and Services inactive is not yet available in QuickBooks Self-Employed. We're continuously working towards providing better features to ensure our customers can manage their business efficiently.

 

Also, the steps shared by my colleague above are for QuickBooks Online. That's why you can't find those options in your QuickBooks Self-Employed.

 

Just in case you want to learn how to track sales tax in QBSE, you can read through this article for more information: Learn how sales tax works in QuickBooks Self-Employed.

 

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

 

wwzemla
Level 1

In my invoice template, there is a "Product/Service" field with a drop down menu. How can I delete an item in that drop down menu that is not used?

You guys...seriously...these are such simple things that should already be sorted out on this software. You need to do better. I want to continue using this product but the negative aspects are really starting to pile up. Please don't respond. Instead, use that time to fix this stuff. It's exhausting. 

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up