Edit Draft invoice

Anonymous · ‎April 10, 2019

New to this QuickBooks, I have just created an Invoice and saved it as a draft. I then went back to it and clicked edit from the drop down box but it opens up a new invoice with no client information.

All this was done from my laptop.

I can view and edit the same invoice from the mobile app on my phone but not on my laptop.

Any ideas what is going on or what I'm doing wrong

Thanks

NW

MirriamM · ‎April 10, 2019

I appreciate your time visiting the Intuit Community, nsw1,

Let me get the help you need in creating Draft invoice.

I have checked this issue here in our system and we have received no reports from other users getting the same challenges upon creating Draft invoice.

To get this be fix, we can perform some basic troubleshooting steps like using an incognito/private browser.

Just follow the keyboard shortcuts below to open a private browser:

Google Chrome: press Ctrl + Shift + N
Mozilla Firefox: press Ctrl + Shift + P
Internet Explorer: press Ctrl + Shift + P
Safari: press Command + Shift +N

Once able to open a private browser, try to open the saved draft invoice again and check if the client information is there.

I'd appreciate if you can update me on how it goes. I'll be here if there's anything else you need concerning your QuickBooks Self-Employed account. Have a great day!

View solution in original post

MirriamM · ‎April 10, 2019

I appreciate your time visiting the Intuit Community, nsw1,

Let me get the help you need in creating Draft invoice.

I have checked this issue here in our system and we have received no reports from other users getting the same challenges upon creating Draft invoice.

To get this be fix, we can perform some basic troubleshooting steps like using an incognito/private browser.

Just follow the keyboard shortcuts below to open a private browser:

Google Chrome: press Ctrl + Shift + N
Mozilla Firefox: press Ctrl + Shift + P
Internet Explorer: press Ctrl + Shift + P
Safari: press Command + Shift +N

Once able to open a private browser, try to open the saved draft invoice again and check if the client information is there.

I'd appreciate if you can update me on how it goes. I'll be here if there's anything else you need concerning your QuickBooks Self-Employed account. Have a great day!

keanoroy · ‎April 11, 2019

I have the same problem. Quickbooks self employed is a nightmare compared to quickbooks online.

John C · ‎April 11, 2019

Hi keanoroy

We have just created and saved an invoice as a draft and were able to edit it successfully.

We would be grateful if you can DM us on Twitter of PM us on Facebook with the email address that is associated with your QuickBooks account to enable us to investigate this further.

keanoroy · ‎April 11, 2019

wait. you can't figure out who a logged in subscriber is and the only way you can find out is if I dm you on Twitter or Facebook?

Why don't you just explain how to retrieve and edit draft invoices here?

John C · ‎April 11, 2019

Hi Keanoroy

Your previous post was tagged to customer that stated that when they saved a draft invoice and selected edit a new invoice was created. You posted that you were having the same issue. We replied stating that we have managed to successfully edit a draft invoice and therefore to assist you further, presuming there was a fault with your account, we asked you to provide us with your information privately as this is a public forum.

Is it the case that you would like instructions on how to edit a draft invoice?

keanoroy · ‎April 11, 2019

"Is it the case that you would like instructions on how to edit a draft invoice?"

Yes. For the love of God, yes.

John C · ‎April 11, 2019

Hi keanoroy

Once you have saved the draft invoice, select invoices on the left hand side menu, your invoices will be listed and the draft ones will display as a draft status, in the action column there is a drop down menu to the right of send invoice with the edit option.

Anonymous · ‎April 11, 2019

Hi MirriamM

I can confirm that the client information is all present and correct and I can edit the daft invoice

in a Private browser.

Thanks for your help.

MirriamM · ‎April 11, 2019

It's good to see you again, nsw1,

I'm happy to know that you're now able to edit the draft invoice using a Private browser.

Since it works, then you can go back to the main browser, and clear your browser cache.

If there's anything else I can do for you concerning your QuickBooks Self-Employed account, please feel free to visit us again. Take care always.

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Edit Draft invoice