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Level 2

Sub Product/Service

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

Solved
Best answer October 26, 2020

Best Answers
Highlighted
QuickBooks Team

Sub Product/Service

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:

 

subprod1.JPG

 

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.

subprod2.JPG

 

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. 

View solution in original post

6 Comments
Highlighted
QuickBooks Team

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.

Highlighted
Level 2

Sub Product/Service

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.

Highlighted
QuickBooks Team

Sub Product/Service

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:

 

subprod1.JPG

 

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.

subprod2.JPG

 

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. 

View solution in original post

Highlighted
Level 2

Sub Product/Service

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:

My account.png

 

Account i wish to be setup like:

 

Other org account.png

Highlighted
Moderator

Sub Product/Service

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!

Highlighted
Level 2

Sub Product/Service

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

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