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Replying to:
Rea_M
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Making sure that your product lists are arranged in proper order while creating sales transactions is my priority, @amwarner15.

 

Yes, you're correct. When you create invoices/sales receipts/estimates. the Product/Service drop-down menu should show your lists in (alphabetical) order. The same as those in the Products and Services screen. Please see the screenshot below for your reference.

 

When your product list is out of order, this can sometimes be caused by the browser's overtime collection of data from frequent page visits. To isolate this matter, you can perform some troubleshooting steps.

 

You can start by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

  • Press Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)

 

Once signed in, go to the + New button to create a sales transaction (invoice/sales receipt/estimate). If the Product/Service drop-down menu shows your lists in (alphabetical) order, return to your default browser and clear its cache. This will refresh the system and remove older data that causes viewing and performances issue. However, if this matter continues, I'd recommend using other supported browsers.

 

Also, adding products and services as items to your sales forms will give you more detailed financial reports. To further guide  you in tracking and managing the product and service items you sell, you can check out this article: Add product and service items to QuickBooks Online.

 

Keep me posted on how it goes. You can leave a comment below if there's anything else you need, and I'll gladly help. Take care, and have a great day ahead. 

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