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October 25, 2020
Solved

Sub Product/Service

  • October 25, 2020
  • 2 replies
  • 24 views

Sub-product/service isn't showing up in the account. I really need to add sub-product/service as it's very essential to setup the account. Sincerely appreciate your help

Best answer by RenjolynC

I appreciate your time getting back here, Nazmul.

 

To map the sub-product/service, you will need to open the item and choose the account where you want to assign them from the Income account drop-down.

 

Here's how:

 

  1. Go to the Gear > Products and services.
  2. Click the Edit link of the sub-product and select the account from the Income account drop-down menu. Make sure to put a check mark on the Is sub-product/service box.
  3. Hit Save and close.

Here's a sample screenshot for a visual guide:

 

 

When you create an invoice then selected the sub-product/service from Product/Service column, you will also see the parent product's name. Here's a sample screenshot to see what it looks like:

 

 

To run a report, you can use the Sales by Product/Service Detail by following these steps:

 

  1. On the left panel, click Reports.
  2. Type Sales by Product/Service Detail in the search box.
  3. Select the Report period, and click Run report.

 

You can also read this article to further customize the report: Customize reports in QuickBooks Online.

 

If there's anything else you need about the sub-product/service or other concerns with QuickBooks Online, please let me know in the comments below. 

2 replies

QuickBooks Team
October 26, 2020

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.

NazmulAuthor
October 27, 2020

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.

RenjolynC
RenjolynCAnswer
Level 9
October 27, 2020

I appreciate your time getting back here, Nazmul.

 

To map the sub-product/service, you will need to open the item and choose the account where you want to assign them from the Income account drop-down.

 

Here's how:

 

  1. Go to the Gear > Products and services.
  2. Click the Edit link of the sub-product and select the account from the Income account drop-down menu. Make sure to put a check mark on the Is sub-product/service box.
  3. Hit Save and close.

Here's a sample screenshot for a visual guide:

 

 

When you create an invoice then selected the sub-product/service from Product/Service column, you will also see the parent product's name. Here's a sample screenshot to see what it looks like:

 

 

To run a report, you can use the Sales by Product/Service Detail by following these steps:

 

  1. On the left panel, click Reports.
  2. Type Sales by Product/Service Detail in the search box.
  3. Select the Report period, and click Run report.

 

You can also read this article to further customize the report: Customize reports in QuickBooks Online.

 

If there's anything else you need about the sub-product/service or other concerns with QuickBooks Online, please let me know in the comments below. 

January 19, 2021

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!