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Join nowHere now looking for the answer, my billing would go from taking 2 days to taking hours if this did not clear the description and amount when product or service is chosen. Seems like such a simple task as it does not clear the date or the class when a product/service is chosen.
Hello there,
I can see how convenient it is for you and your business. Currently, this is the default design configured in QBO. You can only manually change the description and amount when a product or service is selected. As we value your suggestions, I recommend sending your feedback to our Product Development Team. Here's how to send feedback:
Our product engineers will consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback.
You can utilize this article for future reference: Customize invoices, estimates, and sales receipts in QuickBooks Online.
If you have any other QuickBooks-related questions, please post them in the Community. We are always available and eager to assist you with your inquiries. Have a wonderful day.
@JamesAndrewM Laughable. This thread has been going for four years.
@Bgranados exactly....it is awful. Causes SO much more work. This thread has been going for four years. We all hit the gear icon and tell the QB God in the sky our requests, it does nothing.
I'm going to continue to bump this thread until I get the option to keep other fields from being erased.
This is poor workflow design. ALL of my invoices are imported from a 3rd party software and I would only have to do minimal cleanup on the invoices through QuickBooks but I'm pretty now forced to input half of them directly. This is such a waste of time. QuickBooks, please fix this.
@Braden4 - If I only got one wish to change something on QB, this would be it. We have had enough. We only lasted a year. We will be on new software next year.
This was an option in general settings on QBD. Why would you take it away on QBO? Please bring it back.
Why did so many of the good features of Desktop go away?!
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