When converting an estimate to an invoice, I end up with blank "0.00" lines I can't delete.

hworkman · ‎September 23, 2024

I'm on QB Mac Desktop 2020.

When I create an invoice from an existing estimate specifying only certain items from the estimate go onto the invoice, ALL of the line items from the estimate carry over but with "0.00" in the "Amount" column for the items that I specified not be included. I can delete the text descriptions for these items but I can't get rid of the "0.00" in the "Amount" column. I end up with several blank lines of "0.00" due listed above the actual line items to be charged with their amounts. This makes the invoice look weird, unprofessional and potentially confusing. How can I delete these "0.00" lines so that only the items being charged appear?

MitchMac · ‎September 23, 2024

When you have the invoice open, right click in the Item name column for the line you want to remove. In the contextual window that opens select the option that says 'Delete Line'. You can also do this from the Edit menu to remove the line from the invoice.

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Sherrie_F · ‎September 23, 2024

Thanks for bringing this up here in the Community forum, @hworkman. I'll provide detailed information about the 0.00 amount displayed in your QuickBooks Desktop (QBDT) account for Mac.

Firstly, when creating invoices in QuickBooks, the system automatically generates a $0.00 in the Amount column even when there's no value added to it. This functionality works as designed in the software. I deeply understand the impact this has on you and your business workflow.

In the meantime, you can manually delete the items that do have 0.00 amounts by right clicking the item on the invoice window and then choose Delete Line.

However, if you've updated your QBDT Mac version to 2024, I'd recommend sending your product suggestions to our Product Developers. They are genuinely interested in hearing your input and highly encourage you to send your suggestions.

Here's a quick guide on how:

Open your QBDT for Mac company.
Select the Help option.
Select the Send Feedback Online option.
Choose the Product Suggestion option. A pop-up window displays.
Enter your feedback suggestion.
Click the Send Feedback button so the feedback will be sent.

Additionally, I'll be leaving these articles that can help you with handling and receiving customer payments for invoices that come in handy moving forward:

You can always have me if you have other queries about managing your transactions. Let me know if there's anything else that you'd like me to help you with. I want to help you move forward to your business success.

MitchMac · ‎September 23, 2024

When you have the invoice open, right click in the Item name column for the line you want to remove. In the contextual window that opens select the option that says 'Delete Line'. You can also do this from the Edit menu to remove the line from the invoice.

hworkman · ‎September 23, 2024

@MitchMac this is exactly what I needed! Thank you! I had tried right-clicking before but didn't get a popup with the 'delete' option. Trying to follow your advice, I discovered that I can't just hover over the line and right click, I have to click into one of the fields to make it active then right click in order to get the popup menu that allows me the option to delete the line. Thank you! Thank you!

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When converting an estimate to an invoice, I end up with blank "0.00" lines I can't delete.