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Other questions
Hi Lisa!
Thanks for the reply and screenshot. Let me further assist you with your invoices.
The items should show when creating invoices, not the accounts linked to them. We can check if this behavior is caused by a damaged data by running the rebuild tool. Follow these steps:
- Click the Window menu and select Close All.
- Go to the File menu, select Utilities, then Verify Data. Make sure to create a backup company file.
- Wait for it to load.
- Choose File again, Utilities then Rebuild Data.
- Tap OK when you get the Rebuild has completed message.
Also, I suggest seeking some help from your accountant so they can review how these group items were handled and check the effect on your books.
You can check this link: Add, edit, and delete items. This will explain more how to manage the products and services in QuickBooks Desktop.
I've also added this article if you need a guide in customizing your sales forms: Use and customize form templates.
Leave a comment again here if you need more help. We'll assist you!