Edit Default Items on Invoice

wu2838 · ‎April 29, 2019

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.

JaneD · ‎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:

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

View solution in original post

JaneD · ‎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:

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

wu2838 · ‎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 · ‎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.

wu2838 · ‎April 30, 2019

Is there any way to get a check mark next to the items like it does on the Green Leaf? The item: Ginger does not have a check mark next to it.

Thanks.

ShiellaGraceA · ‎April 30, 2019

Hi wu2838,

The item that has a check mark next to it is used in a memorized transaction. It is set to automate transaction entry.

To put a check mark:

Create an invoice.
Select an item; click the Memorize icon at the top. Then, click OK when prompted.
Enter a Name of the memorized transaction.
Click Automate Transaction Entry.
Choose Daily in the How Often drop-down.
Click OK.

You can then see the items that have check mark once you create an invoice.

The Community is always here for you if you have additional questions.

wu2838 · ‎May 01, 2019

Hello,

I was able to do that, but only for that invoice. Whenever I create a new invoice it doesn't appear with the check mark.

Is this method only per customer or is it for the en-mass whenever the item is typed on any invoice, the check mark will automatically go to the set item?

Thank you

Kristine Mae · ‎May 01, 2019

There are a few information that I'd like to add, Wu2838.

The item with a check mark also means that you've chosen it when creating an invoice. It's not limited to a memorized transaction only. Having said that, you'll have to choose the item first so the check mark will show.

You can refer to my screenshots below.

Feel free to let us know if you have more questions. We're right here to answer them.

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Edit Default Items on Invoice