Partner Zone

Invoices and quote creation

P8ence
2 Posts
User

2Posts

0Kudos

0Solutions

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?

1 REPLY 1
Komal_S
MYOB Moderator
7,988 Posts
MYOB Moderator
MYOB Moderator

7,988Posts

697Kudos

1,132Solutions

Re: Invoices and quote creation

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. 

Kind regards,
Komal

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

Did my answer help?

Mark it as a SolutionHelpful? Leave a to tell others

Didn't find your answer here?

Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post