Question

This happens frequently when adding billable items to an invoice. As you tweak the product/service accordingly the data from each line item is deleted.

Forum|Forum|6 years ago
September 3, 2019
1 reply
6 views

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QuickBooks Online

Level 5

Hi there,

Invoicing is one of the main functions for many small businesses. I want to make sure you're able to create invoices quickly and easily in QuickBooks Online so you can get back to doing what you love - running your business!

My first recommendation is to edit each line item in the order that the columns dictate in the system. For instance, enter your Product/Service, then the Quantity, then Amount, then Sales Tax, etc. Working from left to right will create the best workflow.

Editing one line item shouldn't have any impact on the other line items on your invoice. If you're noticing that editing a line item causes other items to be altered, please clear the cache and cookies in your web browser to remove any stored Internet files that may be causing bugs in your browser. The steps are different depending on which browser you're using, so take a look at instructions here.

If the issue persists, try using Google Chrome's "Incognito Mode". Learn more about what that is and how to use it here. You can also try using a different browser type all together.

If you're still experiencing issues with invoicing, please reach out to our phone support team at 855-253-1536 from Monday - Friday, 9am - 8pm EST, and Saturdays 9am - 6:30pm EST. Our tech support agents have the ability to share your screen remotely, to help you navigate the account.

You're also welcome to comment below with more details if you're still experiencing trouble. I'd be happy to help work through this with you.

Have a great day.

A

ajr2

I'm not entirely sure, but I think what the op was reporting is what I'm also experiencing:

Once a line item is created on an invoice - that is, filled out with Description, Qty, Amt, etc. - changing the Product/Service for that line causes the rest of that line to be erased. This is a big deal. Given that these descriptions are going to clients, there can be a lot of thought and editing involved in getting the description field just right. Also, if there are multiple lines on an invoice, remembering in the moment exactly what amounts were billed is not always easy to do.

This has always been an issue for me, both in the standalone application and the browser, and clearing browser cache and cookies doesn't fix it.

What is the reason for this behavior? If it's not by design, can we please get this fixed?

Thanks.

T

Tammy_H

Hi ajr2,

Thanks for sharing your experience with creating invoices. I know having your products showing all the right information on your invoices is important. I can explain why this has been happening.

When you create your Products, there's a box that you can enter the Description you want on the sales forms. You can also enter the Sales Price and Tax Code. Whether you enter something or nothing in these places it becomes the default for the Product. When you change the product, QuickBooks will automatically update your default choices for you.

If you follow the workflow that my colleague AddieC suggested above you should find this is no longer an issue. Enter the Product/Service first and then change the description, quantity, and price. The other option would be to edit your products to include the description you want your customers to see. This Add product and service items to QuickBooks Online article also has the information for editing your products, if you'd like more details.

I hope you found this helpful. If you have any further questions I'm here. Have an amazing day!

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