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Replying to:
ChristineJoieR
QuickBooks Team

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Let me make things up to you, @mgilkessmith. I understand you need to change the default service that QuickBooks generates for sales. I'll explain this further to you.

 

QuickBooks generate the default service type because this is the job hours performed by the employee to the customer. Therefore, it shows as a service instead of a sales item. 

 

What we can do is merge the item to another product or service terms. We can merge products and services except for inventory products that have Quantity on Hand.

 

This won’t affect any transactions you entered in QuickBooks Online (QBO). It will only remove one product or service from the Products and Services list. Let me show you how:

 

  1. Click the Gear icon on the top menu. 
  2. Select Products and Services.
  3. Find the product or service that you want to merge.
  4. Tick Edit in the Action column. 
  5. Enter the product or service you want to merge it with in the Name field. 
  6. Press Save and Close.
  7. Hit Yes to confirm the merge.

 

For future reference, read through this article: Reorder inventory or supplies from vendors. It helps you learn about how to prioritize what you need the most in your inventory. 

 

Please know that, I'm always here to help you. 

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