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I'm struggling with the updated version of QB Online that seems to have been pushed to us in the last month.
There's two things in particular that are slowing down invoicing and wondering if anyone has any idea what I'm doing wrong:
1. Sometimes I need to rearrange the rows in the invoice - including multiple rows at a time. I used to do this by using the Command button (on a Mac/Control on a PC), selecting multiple rows, and then drag/drop that selected group of multiple rows to a new section of the invoice. Now when I use the Command button, though it will select multiple cells in the invoice, but when I big to drag the rows, everything is deselected and I can only move one row at a time (which is a lot when dealing with invoices with 100 rows to start!)
2. There seems to be a new keystroke shortcut that exits invoices. I keep accidentally hitting this keystroke shortcut and exiting invoices which I am working on without saving them. Any way to disable this?
Hi there, bdr.
No worries, I'm here to help clarify how to reorder line items on an invoice and address any further concerns.
I've tested reordering line items on my own invoice and noticed that a no entry sign appears if you try to drag a line item back to its original spot. To reorder the line items successfully, make sure you're moving each item to a new row instead of its previous location. If the items are part of a bundle, you won't be able to drag each one individually.
If you're encountering a different issue or error, please feel free to provide more details or even screenshots. This will allow me to understand the problem better and assist you more effectively.
If you would prefer to have the ability to do this directly from the invoice screen, I recommend sharing your feedback with our development team so they can consider incorporating this feature in future updates. You can do this by:
Our development team carefully reviews user feedback, and your input could help enhance QuickBooks Online's functionality.
Should you have any more questions or need further assistance, please don't hesitate to let us know. We're here to ensure you have all the support you need.
I think maybe you misunderstood the two questions.
FIRST QUESTION
For the first question I am trying to bulk re-arrange lines in my invoice. I have made an example here:
For example - moving "Example Line 1" to the 3rd line of the invoice is easy, I just drag and drop.
However - If I wanted to move "Example Line 1" AND "Example Line 2" to the bottom of the invoice, I can only seem to do it individually one at a time. In the previous version of QBO, I was able to use the "Command" button to select multiple rows and then drag and drop the whole group of rows at the same time. Now when I hit the Command button, i can select individual cells (as pictured with blue squares) the but am unable to drag and drop sets of rows. It may not seem like a big deal with a 5 line invoice, but some of my invoices are dozens of lines and moving rows individually is very burdensome.
SECOND QUESTION
How do I turn off the feature where dragging two fingers across the mouse to the left functions lights up a left error and functions as a "back" function to the previous screen? I keep accidentally doing this while working on an invoice and losing unsaved work (sorry a screen capture of this fast motion appears to be impossible)
We appreciate you returning and providing in-depth details of your concern, bdr737.
Re-arranging lines in an invoice in bulk within QuickBooks Online (QBO) can be a bit tricky as the program doesn't provide a direct drag-and-drop feature for line items in bulk. However, you can achieve this by following these steps:
For now, the option to bulk re-arrange lines in your invoices is unavailable in QBO. We recommend sending feedback to our product developers to let them know about your request to have this feature. This way, our Product Engineers can consider adding this in future updates. Here's how:
Once done, our designated team will review it. You can track your future requests through the QuickBooks Online Feature Requests website.
On the other hand, we'll need to adjust some settings related to touchpad gestures. This help us turn off the feature where dragging two fingers across the mouse to the left functions as a "back" gesture specifically for your browser. Here's how you can do it depending on the browser and operating system you're using:
For Google Chrome (on Windows and Mac):
For Firefox (on Windows and Mac)
For Microsoft Edge (on Windows):
Disable Back/Forward Gesture in Safari:
Adjusting these settings should help prevent the two-finger swipe gesture from navigating back to the previous page while using QBO in your browser. This allows you to work without interruption from unintended navigation actions.
Moreover, check out this article to personalize your invoices and change things like your logo and default message in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Feel free to click the Reply button to update us when you've additional questions about managing your invoices or any QuickBooks-related concerns. We're always willing to offer further assistance.
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