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andy139
Level 1

Hi, after adding a range of products & services to my invoice, am I able to adjust their order displayed once they are added to my invoice?Quickbooks on IPad. Thanks

 
1 Comment 1
RCV
QuickBooks Team
QuickBooks Team

Hi, after adding a range of products & services to my invoice, am I able to adjust their order displayed once they are added to my invoice?Quickbooks on IPad. Thanks

We can guide you on how to change the order of product and service items you added in the QuickBooks Online (QBO) app using your iPad, Andy139.

 

In the QBO app on your iPad, the option to directly rearrange the order of line items once they are added to an invoice is unavailable. However, we can manually delete the line items and re-add them in the desired order. Here's how: 

 

  1. Tap Menu and go to the All tab.
  2. Click Invoices under the Money in section.
  3. Tap the invoice.
  4. To edit, hit Edit and make your changes. From there, delete and re-add the line items to rearrange the order. 
  5. Once done, press Save.

 

For more advanced editing options to reorder items easily, we can access your QBO account via a web browser on your iPad. From there, you can drag and drop the items to rearrange their order. Let me guide you on how:

 

  1. Access QBO in the web browser.
  2. Go to Sales and choose Invoices.
  3. Select the invoice you've created and click the View/Edit link.
  4. Once you're in edit mode, you can see the list of products and services you've added. You can drag and drop the items to rearrange their order. You can also use arrows for moving items up or down if the drag-and-drop option is unavailable.
  5. Once done, press Save.

 

Once done, you can now process an invoice payment from your mobile device. You can follow the steps and details in this article and go to the iPad section: Receive an invoice payment using the QuickBooks Online mobile app.

 

If you need to update an invoice payment using the QuickBooks Online (QBO) app, refer to this article: Edit an invoice payment using the QuickBooks Online app. Then, go to the iPad: Change an invoice payment section.

 

Moreover, visit this article to create personalised and professional-looking invoices, estimates, and sales receipts in the program: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Know that the Community is available 24/7 if you need assistance with managing your invoice and products and services items. You can always utilize the REPLY button below if you have any additional QuickBooks-related concerns, Andy139.