How do I change the description of an item in QuickBooks desktop?

Posted on by Jessy Collins

How do I change the description of an item in QuickBooks desktop?

After you create an item, you can edit information about it at any time.

  1. From the Lists menu, select Item List (for Windows) or Items (for Mac).
  2. Double-click the item you want to change.
  3. Enter your changes in the Edit Item window.
  4. Choose OK.

How do I edit a description in QuickBooks?

From the Banking menu, go to the For Review tab. 2. Click on the transaction and edit the memo. That’s all there is to it.

How do I change the description on an invoice in QuickBooks?

Here’s how:

  1. Go to the Reports menu at the top.
  2. Select Sales, and then Sales by Customer Detail.
  3. Tick the Customize Report button.
  4. Under Columns, mark the next to to Memo.
  5. Click OK.

How do I change Account description in QuickBooks Online?

How an I change the description in QB?
…
Here’s how:
  1. Go to Chart of Accounts.
  2. Click View register where the transaction is from.
  3. Locate the transaction, and click to open.
  4. Select Edit.
  5. Click the Description box/column to edit.
  6. Click Save.

How do I change item type?

Step 1: Change the Item Type

You can change the item type using the Desktop or command line. For the Desktop, simply highlight your file and from the Item menu select Change Type. From the available types in the drop down select a non-binary type such as SRC.

How do I edit products and services in QuickBooks?

Go to Settings ⚙ and then select Products and Services. Find the non-inventory or service item you want to change. Select Edit in the Action column. Select Change type.

How do I edit Products and Services in QuickBooks?

How do I change the name of an item in QuickBooks?

Transacted Item Name change

  1. Go to the Lists menu.
  2. Select Item List (for Windows) or Items (for Mac).
  3. Double-click the item you want to change.
  4. Enter your changes in the Edit Item window.
  5. Simply click OK when done.

What is invoice description?

Many customers dispute invoices – often just to delay payment. Sending an invoice the next day helps but also use the description field in your invoicing system to write a full account of what you did. That reduces the ability for someone to dispute a bill and lets them see all the things you did in the 2 hours.

How do I set up inventory items in QuickBooks Online?

Step 1: Turn on inventory tracking

  1. Go to Settings ⚙ and select Account and settings.
  2. Select the Sales tab.
  3. Select Edit ✎ in the Products and services section.
  4. Turn on Show Product/Service column on sales forms.
  5. Turn on both Track quantity and price/rate and Track inventory quantity on hand.
  6. Select Save and then Done.

How do I add a Service item in QuickBooks?

To create service items in QuickBooks Desktop, click the “Item” button in the lower-left corner of the list window. Then select the “New” command from the pop-up menu. In the “New Item” window, select “Service” from the “Type” drop-down. Enter a name for the service into the “Item Name/Number” box.

How do I change product type in QuickBooks online?

How do I change inventory type in QuickBooks?

Can I change inventory items to non inventory items with quickbooks online? I do not want to use inventory anymore.

  1. To do that, tap the Gear icon the choose Products and Services.
  2. Click New then pick the type you want to use moving forward.
  3. Fill out all the information about the item then press Save and close.

How do I change the category of a product in QuickBooks Online?

How do I edit the Category items?

  1. Go to Sales and select Products and Services.
  2. Select the More ▼ drop-down, then Manage categories.
  3. Select Edit from the Action column.
  4. Make the changes you want and select Save. Or select Remove and then OK.

How do I change an inventory item to a non inventory item in QuickBooks?

Can I change inventory items to non inventory items with quickbooks online? I do not want to use inventory anymore.

  1. Go to the Sales tab and select Products and Services.
  2. Locate the item and click the drop-down arrow beside Edit.
  3. Select Make inactive, then Yes to confirm.

How do you change the name of a column in QuickBooks?

Go to the Vendors menu and select Create Purchase Orders. Click Customize Data Layout. Under the Title column, edit the name for Other 1. Click OK.

How do I enter an item code in QuickBooks?

How To Add Items in QuickBooks Desktop

  1. Select the item Type.
  2. Enter Name/Number.
  3. Add a Description.
  4. Enter a Rate (if applicable)
  5. Select Account.
  6. Click the blue OK button.

How do you write an invoice description?

Writing a digital invoice

  1. Your name or company name.
  2. Your contact information.
  3. Your customer’s company name and address.
  4. The date the goods or services were provided.
  5. The date of the invoice.
  6. A breakdown of costs that show prices, hours, or quantities of the goods and services delivered.
  7. A subtotal of net costs.
  8. Any discounts.

How detailed should an invoice be?

You and your customers’ full name and address. The invoice date. The payment due date. A unique invoice number.

How do I set up inventory items in QuickBooks?

Should you want to add inventory items, please follow the steps I’ve laid out below:

  1. Go to List at the top menu bar.
  2. Select Item List.
  3. Click the arrow beside Item.
  4. Choose New.
  5. Under Type, select Inventory Part.
  6. Add the needed details.
  7. Click OK.

How do I edit Products and services in QuickBooks?

How do I edit Products and services in QuickBooks Online?

How do you change an item type in QuickBooks Online?

How do I change the item code in QuickBooks?

Here’s how:

  1. From the Lists menu, select Item List.
  2. Find the inventory item, then double click it.
  3. Edit the information in the Description on Sales Transactions field.
  4. Hit OK.

How do you categorize items in QuickBooks Online?

Add an existing product or service to a category

  1. Go to Get paid & pay or Sales, then select Products and services (Take me there).
  2. Find the product or service you want to categorize.
  3. Select Edit from the Action column.
  4. Select the Category ▼ dropdown, then select one that fits this item.
  5. Select Save and close.