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June 19, 2026
Question

In my old quickbooks my services descriptions & payment details were saved on my invoices. I now need to enter them on every invoice I create?

  • June 19, 2026
  • 1 reply
  • 8 views
I have been moved to a new quickbooks and it’s just not as simple or as easy as my old one 🫣

1 reply

QuickBooks Team
June 19, 2026

You won't need to manually re-enter your service descriptions on every invoice. Simply set up each item in your Products & services with the description saved on the item record. Whenever you add that item to an invoice, the description will fill in automatically. Here's how:

 

  1. In All apps, navigate to Sales & Get Paid.
  2. Select Products & services.
  3. Click Edit in the Action column for the item you want to update.
  4. In the Sales section, enter the Description, then Save.
     

For payment details, if you mean the customer's payment methods and terms, you can save this information directly in each customer's profile, and it will automatically apply to their invoices. You can also store addresses and notes there. Just follow these steps:
 

  1. In All apps, open Customer Hub.
  2. Choose Customers.
  3. Click the customer's profile.
  4. Select Edit, then scroll to the Payments section and fill in the relevant fields.
  5. Save your changes.
     

If you mean something different by "payment details," please let us know, and we’ll gladly assist you further.