What happened to the item List?

Good day, @suzannek1. I like to dig a little deeper into this matter.
 

May I ask what transaction you are trying to make? I would appreciate it if you could provide us with more details. This way, we can provide you with the best solution appropriate to your concern.

I need to understand what the current list are and how they are supposed to be used.  When I am creating an invoice, it seems I use the products/service list.  when I write a check, I have two options:  Category or Item.  Which one ties into the products/service list?  What is the category list?  

I appreciate you reaching out here in the Community, @suzannek1. Let me provide you with information about the differences between Category details and Item details. 

Category details refers to the accounts listed in your chart of accounts. It allows you to select an equity, expense, asset, and more to post the charge directly to that account. Examples are recording for advertising and marketing fees, bad debt, contract labor, and more.

Item details refers to the specific products and services you purchase from a vendor or sell to your customer. It is also linked to an account in the chart of accounts, and each product/service has an income or expense account.

The choice between category details and item details in creating a check in QuickBooks Online (QBO) depends on the nature of the expense and the level of detail required for accurate financial tracking.

As you record your transactions, you may also consider tagging transactions to get more insights into your sales and expenses.

Please don't hesitate to reply to this post if you have further questions about category and item details in creating transactions. I'd be glad to help you anytime. Have a great day.

Thank you.  However, the Item details do not bring up my product/service list.  So I cannot use it for that.  So back to my question:  What happened to the "item" list?  My product/service list does not populate "items"  only "categories".   What you say about item details makes sense - it just doesn't happen.  I could not find a "Item" list to add products to.  This is really confusing and I think something is not set up correctly.  I converted to online from desktop.  I have had to do a lot of clean up. 

\If you can tell me how to add items to the list - whatever it is called - to populates when you choose items option on a check, I would greatly appreciate it.

It's nice to hear from you again, suzanne. Let me share some insights on why you can't bring up your products/services in your item list. 

In QuickBooks Online, you need to turn on an option in your settings to view your item list and add your products and services. Let me guide you on how you can do it.

1. Go to your Gear icon and choose Accounts and Settings. 
2. Select Expenses. 
3. Click the Bills and Expenses section, and tick the check box for the Show Item table on expense and purchase form. 
4. Press Save and Done.

After following the steps mentioned above, you'll be able to view the item list on your check forms, allowing you to easily add your products and services.

Moreover, if the option is already toggled on, you can perform some basic troubleshooting steps to determine if this is a browser-caused issue. First, we can use incognito and private mode by applying these keyboard shortcuts.

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

You can also clear your browser's cache to run your program efficiently. Also, please use an up-to-date browser for a better QBO experience. 

If you want to create a scheduled payment for a customer, you can read this article for guidance: Create recurring transactions in QuickBooks Online.

Please leave a comment below by hitting the reply button if you need further assistance regarding your item list. Here in the Community, we're always ready to help you.

This solution no longer applies. Can you please advise? I want "Item Details" section back on my bills to properly account for all the different contractor types.

I'm happy to assist and share more information with you, @hhazzan.

This feature of Item Details section on purchase option bills is not available on the Simple Start and Essential plans of QuickBooks Online. If you're using any of these plans, I suggest upgrading to a Plus or Advanced plan to access the feature.

However, if you're already using the supported versions and have already performed the all the troubleshooting steps provided by my colleague, SheandL, I recommend contacting our technical support team. This way, we'll be able to investigate further why you can't see the table on your end. Here's how:

1. Sign in to your QuickBooks Online account.
2. Click Help (?) on the upper right corner of your screen.
3. Select Contact Us.
4. Choose a way to connect with us.

• Start a chat with a support expert.
• Get a callback from the next available expert.

To learn how to manage your expenses, refer to this article: Enter and manage expense in QuickBooks Online.

After I migrated from QBDT to QBO I couldn’t find my item list either. I got frustrated and shut down the program. Upon returning, viola…list had populated. I think QBO just needed to be restarted to populate. Wasted some time, but now I can share and possibly save someone some time!

(I have QBO Essentials, so my items are services)

Hope this helps someone. 

Thank you!

I still don't have it.  Did they change the name?  Where is it?

Sign in to QBO (I have Essentials)

Tap the gear in the upper right corner

Tap Products and Services

Your list of items should be there

if you’re still not seeing it, try tapping Help

Tap Assistant and Review my data to see if every migrated

if still having trouble, contact Intuit

So they did change the name.  Thanks.