How do I change the product/service on a customer invoice?

Hello, accounting609. I can assist you in modifying the product and service on your customer invoice while maintaining the same amount.

When it comes to changing products and services, it's important to ensure that all the necessary details are accounted for before making any modifications. Specifically, you'll want to ensure that each product and service you modify includes the sales price or rate amount. By doing so, you can rest assured that any changes you make to the invoice won't result in unexpected fluctuations in the amount. 

To edit a product or service item, here's how:

1. Click the Gear icon and select Products & services.
2. Find the product or service you want to change.
3. Choose Edit in the Action column.
4. Make your changes.
5. When you're done, select Save and close. 

The sales price or rate amount refers to the cost of each product or service. This information is typically included in the product or service description, and it's essential to double-check that it's accurate and up-to-date before making any changes. Once you've confirmed this information is entered in the product and service and the issue persists, I suggest opening your account using an incognito/private browser.  

This may have something to do with your browser cache-related issue in your account. Your browser saves files to load websites faster on your next visit. But over time, it'll get outdated, which can cause performance or display issues using QBO.

• Press Ctrl + Shift + N (Google Chrome)
• Ctrl + Shift + P (Firefox)
• Control + Option + P (Safari)

After signing in, proceed to create an invoice. Make sure to change the product and service before doing so. Check if the invoice still displays zero amount. If it does, return to your default browser and clear the cache. This should help eliminate any temporary files that may be causing QBO issues. To do this, go to your browser's settings and look for the option to clear browsing data. Usually, you can select the time range for which you want to remove the cache and cookies. 

Also, you must ensure you're using a supported browser. QBO works best with Google Chrome, Mozilla Firefox, and Microsoft Edge. If you're using a different browser, switch to one of these supported options to see if it resolves the issue. If you're still having trouble, try turning off any browser extensions or add-ons you may have installed. These can sometimes conflict with QBO and cause issues with its functionality.   

See this for more information: Add product and service items to QuickBooks Online. 

You can also check this page to learn more about tracking your inventory in QBO: Set up and track your inventory in QuickBooks Online.

Please click the REPLY button below and mention my name if you need further assistance. You can also post here again if you have any additional QuickBooks-related concerns. It'll be my pleasure to help you out again. Take care, and have a good one.

Not helpful... the dropping of the price happens when you change the description for any reason. Fix a typo? Forget to check? You're sending an invoice with a zero total on it. This is not a cache or browser issue. It's a fundamental flaw in QBO. Same thing with Purchase orders and Bills. FIX IT!

Hello, @Bluechute. Thanks for bringing this issue to our attention. I understand how frustrating it is when a minor change, such as correcting a typo, can unintentionally affect the pricing on your invoices. Your feedback is valuable, and I want to assure you that we take these concerns seriously.

If you’ve already attempted troubleshooting steps without any improvement, I recommend reaching out to our support team for more specialized assistance. They can investigate the issue further and help you find a solution.

Here's how to contact them:

1. Log in to your QBO account.
2. Click the Help button.
3. Select the Search tab, then Contact Us.
4. Enter a brief explanation of your concern and hit Continue.
5. Choose a way to connect with us.

Our support hours are as follows:

• Plus, Essentials, Simple Start: Monday to Friday, 6 AM to 6 PM PT, and Saturday, 6 AM to 3 PM PT.
• Advanced: Any time, any day.

If you have any other questions or need further assistance, please feel free to reach out. I’m here for you and want to ensure you have the best experience possible with QuickBooks. Take care.

@jeanbiverly_  "

1. Edit each product to reflect the amount you'll use on the invoice.
2. Generate the invoice using the edited amounts.
3. Update the product to reflect the new sales price.
4. Create a new invoice with the updated prices.
5. Edit the product again to save the new sales price permanently.

"

My brother in Christ, are you making a joke here?

This topic is about a longstanding QuickBooks behaviour, whether on Desktop or Online; when you change the Item on an already established row in a sales receipt or Invoice, it will 100% reset the price to 0.

The only reasonable workaround is to either make a mental note of the price and re-enter it after changing the item, or highlight the price and copy/paste it back in after changing the item. Why are you having them go down this rabbit hole?

This has been a thing for well over a decade.

OMG I love you, jeanbiverly! THIS! 

To suggest that I set the prices for every item I sell in Products and Services when I literally sell just about anything under the sun is absolute cluelessness! I am shocked that this has been a thing for a decade and people aren't losing their mind over it. But I am kind of glad it's not just me. Thanks for taking the time to respond.