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polarpoolz
Level 1

When I convertedto Online, my Products and Services lost all its hierarchy. What is the easiest/fastest way to restructure it like I had it?

I was on Desktop and have gone to Online.
1 Comment 1
Irene R
QuickBooks Team

When I convertedto Online, my Products and Services lost all its hierarchy. What is the easiest/fastest way to restructure it like I had it?

We're glad to have you as one of our QuickBooks Online users, Polarpoolz.

 

In QuickBooks Online (QBO), we can customize your Product and Services overview page using the Filter and Gear icon. In that way, you can prioritize the items you want to see first. Let me show you how to configure this in your account by following the steps below:


1. Log into your
QBO account.
2. Go to Sales, then select Product and Services.
3. Click on the Funnel icon to filter your Products and Services list by:

  • Status
  • Type (Inventory, Non-Inventory, Service, and Bundle)
  • Category
  • Stock Status

4. Once done, tap Apply.

image.png

 

Moreover, you can add extra columns and rows with item descriptions on your Products and Services overview page by utilizing the Gear Icon.

image (1).png

 

Additionally, you can refer to this material if you want a summary of your item's top sellers, available stock, cost of goods, and more: Use reports to see your sales and inventory status.

 

Return to this thread if you have more inquiries with Product and Service items or any QBO-related questions, Polarpoolz.The Community will be at your help 24/7. Keep safe!

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