Forum Discussion

P8ence's avatar
P8ence
3 years ago

Invoices and quote creation

New to myob so sorry if this is a dumb question

 

i loaded up items in myob thinking they are similar to products in other software. Then tried to create a quote but nothing populatis in the description field. Means i need to copy and paste to get a wuote going. Does not seem right to me. Am i doing anything wrong? Do i need to do something dofferent to get the description fields on qoutes and invoices to populate data?

  • Komal_S's avatar
    Komal_S
    MYOB Staff
    3 years ago

    Hi P8ence 

    If you're using MYOB Business, please open the item and tick "Use item description in sales and purchases" and save the changes. Once this option is selected, the description will automatically populate when the item is used in quotes or invoices.


    Let me know if you have further questions on this.