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wu2838
April 29, 2019
Solved

Edit Default Items on Invoice

  • April 29, 2019
  • 1 reply
  • 0 views

Hello, 

 

I was wondering if there are anyway to default an item and also change what the default item is currently on (where there's a check mark next to it), while I am typing out an Invoice. I am constantly have to arrow down or move my arrow to the certain item to click on it. 

I have attached screenshots of what my problems are. 

 

Please let me know what is the best way to fix these problems. 

 

 

Thanks. 

Best answer by JaneD

Good day, wu2838.

 

Thanks for attaching some screenshots. I'm glad to provide some information about your concern with setting up a default item on the invoice.

 

The option to apply a default item on the invoice is currently unavailable in QuickBooks Desktop. As a workaround, you can memorize an invoice if you have transactions occur on a regular basis.

 

To do this task, please follow these steps:

  1. Create an invoice and enter items on it.
  2. Click on the Memorize button at the top.
  3. Choose Add to my Reminders List, Do Not Remind Me or Automate Transaction Entry.
  4. Click on OK to memorize the transaction.

For further guidance, you can also check out this article: Create, edit, or delete memorized transactions.

 

Please know that we are constantly improving our product's features to meet your needs. For any updates and feature enhancements, you can visit our website through this link: Firm of the Future.

 

This should point you in the right direction. Please let me know how it goes. I'm always here to help.

1 reply

JaneD
JaneDAnswer
Level 6
April 29, 2019

Good day, wu2838.

 

Thanks for attaching some screenshots. I'm glad to provide some information about your concern with setting up a default item on the invoice.

 

The option to apply a default item on the invoice is currently unavailable in QuickBooks Desktop. As a workaround, you can memorize an invoice if you have transactions occur on a regular basis.

 

To do this task, please follow these steps:

  1. Create an invoice and enter items on it.
  2. Click on the Memorize button at the top.
  3. Choose Add to my Reminders List, Do Not Remind Me or Automate Transaction Entry.
  4. Click on OK to memorize the transaction.

For further guidance, you can also check out this article: Create, edit, or delete memorized transactions.

 

Please know that we are constantly improving our product's features to meet your needs. For any updates and feature enhancements, you can visit our website through this link: Firm of the Future.

 

This should point you in the right direction. Please let me know how it goes. I'm always here to help.

W
wu2838Author
April 30, 2019

Hello JaneD, 

 

Thank you for replying so quickly.

If the option to apply a default item on the invoice is currently unavailable in QuickBooks Desktop, would the option be available on QuickBooks Premier Ed. 2019, QuickBooks Online or for QuickBook Apps?

 

 

Thank you. 

JessT
JessTModerator
Moderator
April 30, 2019

Hello wu2838!

 

At the moment, we haven't received a memo about an option to add a default item on invoices in Premier 2019. What we suggest is to memorize your transaction as pointed out by my colleague, JaneD. Then, you can just replace the payee when you use the transaction for other customers.

 

On the other hand, you can just press the Enter key after typing Green Leaf or Ginger. Or, when they are highlighted as you type them, you can press the same key on your keyboard. There's no need to press the down arrow key. The same thing will apply to QuickBooks Online.

 

Please let me know if you have other questions.

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