Thanks for joining this thread, TCPT.
As mentioned by my colleague MikiD, we are unable to hide an active item when invoicing a customer.
Locating an item using site or price rule in the invoice screen is also unavailable in QuickBooks. However, you can utilize the Find & Select Items option. It lets you search products or service using the Item Name/Number, Sales and Purchase Description, Preferred Vendor, Man. Part Number, U/M Set and Custom fields.
To easily search an item that is sold for a specific customer, you can modify any of the mentioned fields above.
Here's how:
- Go to Lists at the top menu bar and select Item List from the drop-down.
- Double-click the item and enter any detail to help you organize them for a specific customer.
- Hit OK.
Then, create an invoice and search the item. I'll show you how:
- Go to Customers at the top menu bar and select Create Invoices.
- Choose the customer's name at the top.
- Click the box and the arrow under the Item column and hit <Find & Select Items>.
- Enter a detail in the Find box, then Search.
- Continue creating the transaction and click Save & close.
For additional details about editing an item, check out this guide:
Add, edit, and delete items.
Please to let me know if you need any help with QuickBooks. I'm always here to assist. I hope to hear about your success!
