Limited time. 50% OFF QuickBooks for 3 months.

Buy now & save
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.

Reply to message

View discussion in a popup

Replying to:
Clark_B
QuickBooks Team

Reply to message

Thank you for the screenshot, Customer. Let me provide you with some details on how you can fix the missing 5 categories when creating a Sales Receipt in QuickBooks Online (QBO).


When generating a Sales Receipt (SR), the items displayed under the Product/Service section are those that have been listed in the Products and Services section within the List section, and not those within the Income Account category in the Chart of Accounts (COA). The COA is designated for categorizing accounts, rather than products or services. To ensure all necessary categories are visible in SR, you'll have to create the five missing entries within the Products and Services list. 

 

Here's how:
 

  1. Go to the Gear Icon or Settings and select Products and Services under the List menu.
  2. Click the New option and choose Service.
  3. Fill in the Name, Category, Description, Price/Rate and select the specific Income Account.
  4. Review it and click Save and Close.

 

 Once done, you'll now be able to show the other 5 missing categories when generating Sales Receipts.

 

For reference, you can also check this article to know more about product and service items: Add product and service items to QBO.

 

I'll also add this article to learn how to track your inventory: Set up and track your inventory.

 

If you have any concerns about managing categories and products and services, please tag me in the comment section, Customer. I'll assist you in any way possible.

Need to get in touch?

Contact us