QB Issue Resolution:
I am here to help you sort out your questions one by one.
To start with, after receiving reports that many of the customers have trouble creating and sending statements, an investigation is now in place to develop ways to make it work properly.
For the meantime, you can do the following:
- Click the Plus icon (+).
- Choose Statement.
- Select the specific type of statement you want to send.
- Enter the desired date to filter statement.
- Go to the Statements Available tab.
- Select the customers that you want to send a statement.
- Type the email address of the customer.
- Click Save and Send.
On the other hand, are you trying to create a sub-category item? Or are you creating an invoice and you cannot locate the sub-category of the product/service that you want to use?
- Click the Gear icon.
- Select All List.
- Click on Product and Services.
- Click the New button to add a new sub-category.
- Choose the Product or Service Type.
- Enter the name and other information about the product or service.
- Ensure to put a check mark on Is sub-product/service.
- Click Save and close.
That should do it! I have attached screenshots for your reference.
For additional information, you may check out these articles:
If you’re still unable to create sub-categories and for you to be added to the list of affected users’ lists, I’d highly suggest contacting out our Customer Care Team. You can be sure that we will send you a notification once it is resolved.
Resolution for Issue 'Two critical functions-sending statements & sub-category items not coming up when clicked on-remain unresolved for weeks. Anyone know why? Disconcerting. Unusual for QB' available: Yes (Solved).
Source: Intuit Community forum.
Two critical functions-sending statements & sub-category items not coming up when clicked on-remain unresolved for weeks. Anyone know why? Disconcerting. Unusual for QB: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for category items
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