When creating bills and invoices I have the option to enter things under Category details or Item Details. What is the difference and which is better to use?
I'm trying to figure out whether it's better to use Category details or Item details when creating invoices and bills. Could someone please explain to me what the difference is between these and when it would be appropriate to use each? Thanks in advance.
I'm here to help provide some additional information about the category details section when creating bills and invoice in QuickBooks Online (QBO).
If the products or services that are being purchased haven't been entered as product or service in QuickBooks (in the Products & Services section), you can use the Category Details section to enter the information.
For example, once you enter a bill transaction for "Rent" and it's not available as a product or service, you can use the "Category Details" section to enter the account of the item. When the transaction is saved, the account entered will be debited.
For additional reference, you may want check these articles: