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Jason 4
Level 1

Add to invoice

I forgot to list an item on an invoice and want to go back and insert it halfway down - how do I insert a line I don't want to put it at the bottom as items are in date order?

1 Comment 1
MadelynC
Moderator

Add to invoice

I’ve got you covered, Jason.

 

In QuickBooks Self-Employed, you can only delete, add and edit a line item on an invoice. To insert a forgotten line item, you’ll want to delete the items listed halfway down and re-enter them.
 

Here’s how:

 

  1. Select the Invoices menu.
  2. Locate the invoice, then click Edit in the dropdown.
  3. Remove the items listed halfway down temporarily by clicking the Delete icon.
  4. Enter the item you want to insert.
  5. Reenter the other items you’ve deleted.
  6. Press Save after.

 

I’ve attached screenshots for your visual reference:
Capture.PNG
Capture.PNG

 

If you’d like to print your invoices, export them as PDFs, and send reminders for overdue ones, just visit this information for complete instructions: Manage invoices. It also includes steps to customize your entries.

 

Don’t hesitate to let me know if you need further assistance with managing your invoice transaction. I’m always here to help you out. Take care and have a good day!

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