In an invoice, when I choose my service in the drop down menu, it clears my description. How can I stop this happening as I need to fill in the description first.

We can modify the specific service item to enter the property details in the description, Mark080.

Before we proceed, it's important to note that the behavior you’re seeing where the description clears upon selecting a service is working as designed. The system automatically fills in the default details associated with the selected service for consistency.

To work around this, you can select the service first and then enter the property details into the description box.

However, since you're finding this difficult because you can't see what property it is for, you can utilize the Memo or Note field for adding your list of properties instead.

Once you’ve selected the service, you can copy the details from the Memo or Note field and paste them into the description box.

Alternatively, you can edit the service item to include property details directly in its description. This way, when you select the service in the invoice, the property details will automatically show up, saving you time.

Here's how to do it:

1. Open your QuickBooks account.
2. Go to the Get paid menu and select Product and services.
3. Choose the specific service item and click on Edit.
   
   
    
4. Enter the properties in the Description field.
   
   
    
5. Click Save and close.

Once your client has paid an invoice you created, you’ll need to record the payment in QuickBooks.

If you have any additional questions or concerns, simply click the Reply button below. We’d be glad to further assist you.