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Update or remove pricebook items

Keep prices current and retire old items without touching past records.

Prices change, services get retired — keeping your pricebook current means every new quote stays accurate.


Edit an item

Open Pricebooks, click into the pricebook, and select the item you want to change. Update its name, description, cost, markup, price, rate type, or tax setting, and save. New estimates and invoices use the updated price right away.

Note: Editing an item only affects future estimates and invoices. Documents you've already created keep the prices they had when you built them.


Retire an item

To take an item out of circulation, set it to inactive (or remove it) from the item's menu. Inactive items stop appearing when you build new documents, but your past records stay intact.

The list's Status column shows which items are Active at a glance, and the Name, Type, and Status filters help you find exactly what you're after in a large catalog.

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