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B
Bryan20
September 1, 2021
Question

I am unable to drag sales items into groups on invoices as I have done in the past. I get a red "-" instead of a green " ". I have refreshed, used multiple browsers, etc.

  • September 1, 2021
  • 1 reply
  • 1 view
No text available

1 reply

N
Nick K
September 1, 2021

Hi Bryan20.

 

Being able to set your items up in groups is a great way to not only easily search for them but add them to your invoices. I'd be happy to help you get your items set up in groups.

 

QuickBooks Online helps you save time by allowing you to create groups of items that typically go together on your invoices. At this time this cannot be done on the invoice screen and would have to be set up on your product and service page. I recommend going over this article on how to set up grouped items.

 

If you want to be able to do this on the invoice screen I recommend sending feedback to our development team by following these steps:

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

Once our development team receives your feedback they'll look into ways to possibly add it in future updates.

 

If you have any questions let us know and we'd be happy to help.

B
Bryan20Author
September 1, 2021

I'll be more clear. This is when I am dragging my employees time into a group so my customer doesn't see all of their notes. It is not possible to predetermine these groups. I know how these work and they have just recently started not working. My process used to be: 1) add group to invoice, 2) select add all from the billable time pop-out window, 3) drag employees time to applicable group, 4) send invoice. I believe the issue is a screen resolution problem as it works on other devices (was successful on my desktop), but that shouldn't matter if I'm using the same browser and accessing the same windows. 

N
Nick K
September 1, 2021

Hello again.

 

If this is working normally on other devices but not this one then the issue would be with this device. I recommend doing some browser troubleshooting to find out where the issue might be. You should clear your cache and cookies on this device which can be done by following the steps in this article. Next would be to open QuickBooks Online in a private browser such as Google Chromes Incognito mode. If that doesn't work then I recommend going over the system requirements for QuickBooks Online which can be found here.

 

If you have any questions let us know and we'd be happy to help.

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