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kstewart
Level 4

Part description on Customer Invoice changes when updating part information

On some customer invoices we input custom part descriptions that are different than the descriptions in the part number for sales transactions. Whenever the part numbers get changed the custom descriptions on our invoices gets replaced with the standard descriptions in the part number for sales transactions. This is a problem because we lose all the information on the description of the customer invoice and it looks different.

 

How can we make changes to part numbers without changing the descriptions on all the customer invoices that have that part listed?

1 Comment 1
Kurt_M
Moderator

Part description on Customer Invoice changes when updating part information

Hi there, @kstewart. I'm here now, and I'll share some details about your concern, so you can make changes to part numbers without changing the descriptions on all your existing invoices in your QuickBooks Desktop (QBDT).

 

As I check here on my end, the feature you're trying to access in your QBDT company is unavailable. If you've updated the item's information from the Item/Product information page, it'll also affect your existing invoices that contain the item/product you edited. To get through this, input the updated info when creating new invoices. This way, it'll only affect the invoices that you have at the moment.

 

Also, you can send feedback to our Product Development Team. That way, they'll see your feature request and consider it for the next update. I'll gladly input the steps below. To begin, here's how:

 

  1. Access your QuickBooks Desktop company.
  2. Go to the Help tab.
  3. Select Send Feedback Online, and then click Product Suggestion.
  4. Choose the Product Area, and then enter a brief description of your feature request.
  5. Once you're ready, click the Send Feedback button below.

 

In addition, here' an article to help you manage invoice payments in QBDT: Take and process payments in QuickBooks Desktop.

 

You can also check this page in case you'd like to use apply discount on your items in QBDT: Use discount and subtotal items on an Invoice.

 

Know that we value your time, @kstewart. If there's anything else that you'd like me to assist you with, or if you need help performing specific tasks in QuickBooks. Don't hesitate to get back to me here in the Community space. It'll be my pleasure to help you out again. Take care, and have a good one!

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