We are moving over to Quickbooks for accounting and going for a fresh start by basically building a new QW install. As part of that, we realize that we need to clean up our database of service items that is used for stock notes and comments. If I use them in bundles as comment linetypes, quickbooks doesn't try to make them products. If I add them directly to the document items, quickbooks wants to add them as inventory items.
Is there a way to have an item in a product database add to the item list as a comment and not an item?
Is there a best practice to build a product database of standard headers and comments?
Is there a best practice or guide on the use of section header, headings, vs comments?
There's no way to create something in the product database as anything other than a product.
A quick (but quite dirty) way of doing it would be to double-click in the description field to get to the F2 lookup, you could add a blank comment/heading line, double-click the description and get a list there; but that's a bit messy.
With a QuoteWerks Custom Script you could do something much more elegant like:
This would give you the experience you need.