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lydia3
Level 1

Hello, I'm trying to auto-populate a rate on an invoice. Am I able to do this?

 
1 Comment 1
AlcaeusF
Moderator

Hello, I'm trying to auto-populate a rate on an invoice. Am I able to do this?

Hello there, lydia3.

 

It would be my pleasure to help you get the rate auto-populate on an invoice.

 

If you're referring to the item rates, it'll only automatically show on an invoice if you enter them on the item profile. You can go to the Products and Services section of QuickBooks Online to edit the details you need.

 

Here's how:

  1. On the left navigation bar, click Sales.
  2. Go to the Products and Services.
  3. Search for the item.
  4. Click Edit.
  5. Below Sales price/rate, enter an amount.

Please don't hesitate to come here if you need more help with your invoice. The Community has your back to ensure your success.


 

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