cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Unlock the full power of QuickBooks with our Training Classes - Discover more
sales290
Level 1

Changing categories of sales on sales invoices previously prepared?

 
Solved
Best answer January 24, 2025

Accepted Solutions
FaithA
QuickBooks Team

Changing categories of sales on sales invoices previously prepared?

Thanks for reaching out to the Community, Sales290. 

 

I'm here to provide you the steps to updating the categories on sales invoices you've already prepared. Here's how you can edit them:

 

  1. Log in to your QBO account. Go to your left-hand menu and select Sales.
  2. Click on Invoices to see your list of previously prepared sales invoices.
  3. Use the search bar or manually scroll to find the specific invoice you want to change. Then click to open it.
  4. Once the invoice is open, look for the section that details the items or services being sold.
  5. To change the category, you’ll want to edit the item itself. Click on the item line, and a dropdown or an editable field should appear where you can select or input the new category.
  6. After making the necessary changes, ensure you click on Save and close or Save and send if you need to resend the invoice to your customer.

 

I'd also like to share this article for additional reference. Here you can find more information about editing your sales transactions and find Frequently Asked Questions about the topic: View sales transactions in QuickBooks Online.

 

On the other hand, if this isn't quite what you were looking to do, could you provide more detail or perhaps share a screenshot of what you’re working on? This will help us get a clearer picture, enabling us to assist you more effectively. We want to ensure you're on the right track in managing your transactions.

 

For future reference, visit these resources to keep track, get better insights, and for a comprehensive overview of your sales data:

 

 

Please consider this thread active for providing you additional guidance. I'll just be a comment away, ready to help. Your success is our priority, so please feel free to reach out anytime. 

View solution in original post

1 REPLY 1
FaithA
QuickBooks Team

Changing categories of sales on sales invoices previously prepared?

Thanks for reaching out to the Community, Sales290. 

 

I'm here to provide you the steps to updating the categories on sales invoices you've already prepared. Here's how you can edit them:

 

  1. Log in to your QBO account. Go to your left-hand menu and select Sales.
  2. Click on Invoices to see your list of previously prepared sales invoices.
  3. Use the search bar or manually scroll to find the specific invoice you want to change. Then click to open it.
  4. Once the invoice is open, look for the section that details the items or services being sold.
  5. To change the category, you’ll want to edit the item itself. Click on the item line, and a dropdown or an editable field should appear where you can select or input the new category.
  6. After making the necessary changes, ensure you click on Save and close or Save and send if you need to resend the invoice to your customer.

 

I'd also like to share this article for additional reference. Here you can find more information about editing your sales transactions and find Frequently Asked Questions about the topic: View sales transactions in QuickBooks Online.

 

On the other hand, if this isn't quite what you were looking to do, could you provide more detail or perhaps share a screenshot of what you’re working on? This will help us get a clearer picture, enabling us to assist you more effectively. We want to ensure you're on the right track in managing your transactions.

 

For future reference, visit these resources to keep track, get better insights, and for a comprehensive overview of your sales data:

 

 

Please consider this thread active for providing you additional guidance. I'll just be a comment away, ready to help. Your success is our priority, so please feel free to reach out anytime. 

Need to get in touch?

Contact us