We can add a line with a description in the QuickBooks Online (QBO) mobile app, Kasey. I'd be glad to help you achieve this.
The QuickBooks Online mobile app allows you to create and manage invoices efficiently. Adding line items with descriptions is a valuable feature that can significantly enhance the clarity and detail of your invoices. This skill is essential for maintaining professional and comprehensive financial records. Let me guide you on how to leverage this feature effectively.
Let me show you how:
- Open the QuickBooks Online app on your mobile device.
- Navigate to the section where you want to create a transaction (e.g., Invoice, Estimate, Sales Receipt, etc.).
- Fill in the required details for the transaction such as customer name, date, etc.

- When adding a line item, tap on "Add a product or service."
- Instead of selecting a product or service from your item list, tap on the "Description" field directly.
- Once done, click Add.
If the option to add a line item with a description only is not available in your QuickBooks Online mobile app, I highly recommend using the web version for full flexibility. The web version provides more comprehensive features and tools, allowing you to manage your invoices and transactions with greater precision and detail.
Here's how:
- Open a browser.
- Type in the search bar qbo.intuit.com.
- Log in using your QB credentials.
- Once done, click + New.

- Select a specific transaction where you want to create a transaction (e.g., Invoice, Estimate, or Sales Receipt).

- Fill in the necessary information.

- When adding a line item, tap on "Add a product or service."

- Once done, tap Save.
By following these steps, you can effectively and smoothly manage on how to add a line with description in QBO.
Lastly, I'll share some valuable articles that give you insights on how to personalize transactions in QBO:
The Community forum is always available if you encounter any challenges while adding a transaction line with description in QBO mobile app. We're here to help you optimize your QuickBooks experience and ensure you get the most out of the software.