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val-patterson-pr
Level 2

When trying to create an estimate, not all the products/services I have created are showing up as options. Why is that

In fact, none of the services I created are showing as options. Only the generic "Service" item is available. Where are the products and services I created? They are there when creating an invoice
5 Comments 5
TirzahC
QuickBooks Team

When trying to create an estimate, not all the products/services I have created are showing up as options. Why is that

Hi there, val-patterson-pr.

 

Thank you for posting here in the QuickBooks Community.

 

I recommend clearing the cache from your browser. Web browsers collect cache (cookies) to save you time when loading repetitive data and images. These files can often become outdated or corrupted, causing issues like the one with your items missing.

 

To open a private window, you can utilize these keyboard shortcuts for your reference: 

  • Press the keyboard keys: Ctrl + Shift + N (Google Chrome browser)
  • Press the keyboard keys: Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browser)
  • Press the keyboard keys: Command + Shift + N (Safari browser)

For your reference, I've included our detailed guide in creating an estimate.

 

Additionally, you can go through this article: Adding Products and Services, Customers, and Vendors to Lists. It contains more information regarding products and services in QuickBooks Online as well as tips on how to track your inventory items.

 

You can always tag me if you have other questions. I'm glad to assist. 

val-patterson-pr
Level 2

When trying to create an estimate, not all the products/services I have created are showing up as options. Why is that

That doesn't really work very well, and it's also annoying to have to clear my cache every time I create an estimate because that clears out everything...all my logins.  There has got to be another reason that my products are showing up on the drop down menu when creating estimates.

ReymondO
QuickBooks Team

When trying to create an estimate, not all the products/services I have created are showing up as options. Why is that

Hi there, @val-patterson-pr.

Thank you for getting back to us and following the recommended steps that were shared above.

 

Since you're still getting the same result, I'd recommend using another supported browser instead. The issue might steam from the browser itself. This can be the reason why you're unable to select the products and services that you've created. 

 

If the issue persists, I'd suggest contacting our QuickBooks Phone Support Team. They have the available tools that can check your account and help address the issue. Simply follow these steps to connect with them:
 

  1. Click the Help menu in the upper-right hand corner and click Talk to a human.
  2. Type in "Talk to a human", then press Enter.
  3. Look for I still need a human and click on it.
  4. Select Get help from a human.
  5. Choose between Chat with usSchedule an appointment, or Have us call you.

 
Please check out our support hours to ensure that we address your concerns on time.

 

Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!

essentialNick
Level 1

When trying to create an estimate, not all the products/services I have created are showing up as options. Why is that

same issue here. using chrome, a supported browser. 

 

please post a REAL answer

Ethel_A
QuickBooks Team

When trying to create an estimate, not all the products/services I have created are showing up as options. Why is that

Glad to hear from you here in the Community, essentialNick.

 

I appreciate you reaching out to us and following the thread. Since you're getting the same error after following the steps provided above, I'd recommend you to check the system requirements for QuickBooks Online, Accountant, and QuickBooks Self-Employed.

 

If you have a compatible computer and still having the same issue, I'd also recommend you contact our QuickBooks Phone Support Team as mentioned by one of my peers above.

 

Feel free to reach back out to me if I can be of more help in using the QuickBooks Online account. I'll make sure to get back to you as soon as I can.

 

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