Sub Product/Service

We have two ways to add a sub-product or service in QuickBooks Online, Nazmul.

First, we can use categories to group your products or services of the same type. I'll guide you how.

1. Go to the Sales menu and then select Products and Services.
2. Select the More drop-down menu, then choose Manage categories.
3. Click New category to enter the name of the category.
4. Select Save.

Then, let's assign your items to the category. Here's how:

1. On the Products and Services window, select New.
2. Select the item type.
3. Type in the name of your item in the Name field. 
4. On the Category field, click the drop-down menu and then select the category.
5. Enter the other necessary details, then click Save and close.

Aside from using category, we can also create a sub-account in the Chart of Accounts then assign it to the items. Let me guide you through the process.

1. From the Accounting menu, select Chart of Accounts.
2. Click New.
3. Select the correct account type and detail type. 
4. Place a checkmark in the Is sub-account checkbox and then select the parent account.
5. Give your new subaccount a name.
6. Once finished, click on Save and Close.

After that, let's add the sub-account to your item. Here's how:

1. Go to the Sales menu and then select Products and Services.
2. Select New, then choose the item type.
3. Type in the name of your item in the Name field.
4. Enter the other necessary details.
5. On the Income account field, select the sub-account.
6. Select Save and close.

Additionally, you can track your products and services from time to time using our reports in QuickBooks. To get started, go to Reports, then select Standard. From there, I encourage you to check out this article that will serve as your guide: Use Reports To See Your Sales and Inventory Status.

Please let us know if have other questions in managing your sales transactions in QuickBooks. This way, we'll be able to answer them for you.

Thank you for your reply. I tried the first solution to create sub-category but it doesn't quite address my need. I needed to map the sub-product under the actual product/service. And also needed to able to select them in the product/service section of the invoice and similarly they'll appear in the reports under each product/service.

Sharing another screenshot of what i needed to have from a different account.

Hi
Thank you for your reply. I mentioned that the screenshot is from another account. My account doesn't look like that. The screenshot from my account is shared on the first post. I'm sharing both screenshots here to avoid confusion.  Appreciate your help

My account:

Account i wish to be setup like:

Hello there, Nazmul.

The Is sub-product/service option is only available in the old QuickBooks Online interface. This was shared on RenjolynC's response. With the new QuickBooks Online interface, we use categories or sub-accounts to manage the sub-products/services. Either of those options have the same functions. 

The steps to manage the categories were already provided on CharleneMae_F's response.

If you have the Is sub-product/service option, you can follow RenjolynC's response. Otherwise, we'll have to go with CharleneMae_F's.

We'll be right here to guide you if you need anything else. Have a great day!

Thank you for the prompt reply. I think RenjolynC's response better suits my needs for now. Appreciate all for your help

Nazmul, mine isn't working either. Engineers have been working on my ticket for a week now with not one single piece of feedback. I can not duplicate a product or change a price or enter two products in a row. The drop down box is checked BUT there is NO data in the drop down menu and it will not let you save without something in that box. Extremely frustrating as I can't do my job. I hate to say it, but I'm glad somebody else is experiencing the same issue as maybe they'll work quicker at a resolve. My only work around is having to refresh my screen after every single entry and then start again, so time consuming and when you have alot of things to enter it's ridiculous!

Does this mean that if I had been using the Parent Product/Service instead of categories for years, in order to edit a subservice I have to reconfigure with categories?

Hello there, Lori944. I appreciate you for posting here.

If you only want to edit the sub-service details such as account, you can update or change the information without touching the categories you've entered in the previous years. Here's how:

1. Within the Product and Service, click the service you want to edit.
2. Change the details that are needed to be corrected. If you want, you can double-check the Category field if it's recorded to the correct parent service.
3. Then, Save and Close.
   

On the other hand, if you want to change the parent item/service of the sub-service or edit the sub-service, you can utilize the Manage categories feature. From there, you can edit the category's name and sub-category.

 For additional reference, check this article: Group your products and services into different categories. 

Let me know if you have other questions or need further clarification. Take care and stay safe always.

Doesn't work.  I go in and make a price change and it insists on a parent service. I have to have a parent because I have a lot of the same services for each parent.  QB Online won't let me save it even when I unclick the box for the parent.  

I tried clearing my browsing history - didn't work.  Now QB is actually slower than it was before and I still can't edit a subproduct.

Thanks for keeping an eye on this post, and great work for clearing the browser's history, Lori944.

Let me provide one more step so you save the parent service of the item you're working with.

You can start by using other supported browsers to have the most secure experience. From there, you can manage the category the item. 

If the same issue persists, I recommend contacting our QuickBooks Online Live Support Team. They can create a case and forward it to our Product Team for further investigation.

Here's how to get in touch with them:

1. Select Help (?) at the top right.
2. Enter your concern, then select Let's talk.
3. Select Contact Us to connect with a live support agent.
4. Choose a way to connect with us:
   • Start a chat with a support expert.
   • Get a callback from the next available expert.
     
     

On the other hand, you can boost the performance of QuickBooks by checking out this link: Performance overview for QuickBooks Online.

Let me know if there's anything else I can help you with categorizing your products and services. Don't hesitate to click the Reply button, and I'll get back to you.

Is it possible to get a step by step on how to set up products and sub-products from the start?  These conversations seem to be cyclical and starting in the middle making assumptions that we are all experiencing the same exact issue.

Thank you for chiming in, RealmINSP.

Adding sub-products/services is no longer a feature in QuickBooks Online.

On the other hand, I see that the previous responses talked about the Category feature. Please know that this is not a replacement for the sub-products/service feature before. Its use is for assigning categories to items for report purposes.

If you have other questions about other functions in QuickBooks, feel free to comment below. Take care always.

Can the "Is sub-product/service" feature be used to merge products/services on a customer invoice?  We recently started utilizing the Item Details section of Bills to add billable expenses to customer invoices, but we've found that when we pull the billable expenses over to the customer's invoice the same product/service shows up multiple times if it was purchased from vendors multiple times and we're hoping there's a way to "merge" them into one.  So, when we buy item ABC from XYZ three different times we would like for it to only appear on the invoice once with quantity 3.