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rbtservices
Level 2
posted
‎October 14, 2023 12:39 PM
last updated ‎October 13, 2023 6:39 PM

Invoice line items

Hi,

When I prepare an invoice I rearrange the line items to make more logical sense to the client. However when I preview the invoice the line items always show in their original place.

How can I get the invoice to show/print in the order that I put the line items in?

Hope this makes sense!

Thanks.

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1 Comment 1
Maybelle_S
QuickBooks Team
QuickBooks Team
‎October 14, 2023 02:33 PM

Invoice line items

I'll share some insights about how QuickBooks populates the data on your sales forms, rbtservices.

 

It's not uncommon for the line items to appear differently on the printed form compared to what you see on the invoice entry screen. This is because the program organizes them based on their service dates, and it does so in chronological order.

 

Items with earlier service dates will be listed before those with later dates. However, if you remove those details, the transaction will print accordingly. I've added a screenshot below for your visual reference.

 

However, if the service date is turned off, I recommend accessing your account using a private window. This way, we can determine whether this is a browser cache-related issue. The cache helps web pages to load quickly. However, excessive of it can lead to problems that impact the system's performance.

 

Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

 

If it works, clear the browser's cache. Doing so deletes all the data from your browser and optimizes its performance. Using other supported browsers also helps us verify if this is a browser-specific issue. 

 

Additionally, here are some articles that you can read to help personalise the appearance and layout of sales entries: 

 

 

Should you have further questions or require assistance with any other aspect of QuickBooks Online, please don't hesitate to reach out to me. I'm always here to provide support and guide you through any challenges you may encounter.

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