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November 22, 2019
Question

Is there a way to change the customer on an invoice without deleting all the line items? I entered the parent customer but wanted the project name of that customer.

  • November 22, 2019
  • 1 reply
  • 0 views
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1 reply

Level 5
November 22, 2019

Hi there,

 

You've come to the right place for help. I'll be happy to share some insights about creating invoices in QBO. 

 

Based on what you've described, you'll have to create a new invoice using the correct customer name. QBO will un-link any transactions associated with the invoice once you change the customer's name. Learn more about creating invoices in QBO using this link:

Let me know if you have other questions. Otherwise, enjoy the rest of your weekend!