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jennifermaleclcs
Level 1

How do I edit what is in the description portion of the invoice--there are some items in there I want to delete?

 
7 Comments 7
MJoy_D
Moderator

How do I edit what is in the description portion of the invoice--there are some items in there I want to delete?

Editing an invoice's description is easy, @jennifermaleclcs

 

You can update the invoice except for the one that you've already marked as paid.

 

Here's how:

  1. Go to your Invoices page and click the drop-down under the Action column on the invoice that you want to edit. 
  2. Select Edit
  3. On the page that appears, click the description of the invoice to edit the content.
  4. Once you're done, click the Save invoice item button. 

Here's a reference that'll provide you more information on how to create and send an invoice: Create invoices in QuickBooks Self-Employed.

 

Also, you can refer to the following article if you'd like to receive payments from your clients online: Let your clients pay you online.

 

If you need further assistance with your invoices and or anything else, let me know. I'm always glad to help in any way I can. 

jennifermaleclcs
Level 1

How do I edit what is in the description portion of the invoice--there are some items in there I want to delete?

Hi--I need to know how when I'm in the Invoice section and there's an "Add Work" option--I click on that and begin typing and all of the work I've ever entered comes up and is in there--how do I edit that?  There is some work that I want to delete because it's no longer necessary.

Thanks

GlinetteC
Moderator

How do I edit what is in the description portion of the invoice--there are some items in there I want to delete?

It's nice to have you back here, jennifermaleclcs.

 

The system will remember all the added work in your QuickBooks Self-Employed account. For now, the option to edit them is not yet available. But in the long run, it will eventually be replaced by another work that you'll be entering the system.

 

We'll take this as a product suggestion. Our product development team is always looking for ideas from users on how to improve our product to make your experience with us even better. 

 

I'm adding this link related to creating invoices in QBSE for additional guide: Create invoices in QuickBooks Self-Employed

 

Please let me know if there's anything else you need.

backflowtests
Level 1

How do I edit what is in the description portion of the invoice--there are some items in there I want to delete?

Has the ability to edit work history been added yet?

I have the same issue of past work auto populating, but the past work is not replaced with the new work.

The list of work to choose from keeps growing and is becoming difficult to manage.

I would like to delete many of the past save work descriptions

 

Matt

Maybelle_S
QuickBooks Team

How do I edit what is in the description portion of the invoice--there are some items in there I want to delete?

Hello there, @backflowtests.

 

Currently, we're unable to edit added history in QuickBooks Self-Employed. You don't have to worry, we'll take this as a product suggestion. 

 

Our developing team is always looking for ideas and suggestions from the users to improve our product an easy for you to use in running your business.

 

You can also check this link about creating invoices in QBSE: Create invoices.

 

Please know that you can always get back to us if you have other questions. I'm always here to help.

backflowtests
Level 1

How do I edit what is in the description portion of the invoice--there are some items in there I want to delete?

Why would this be left off of self employed? 
Self employed works great for what I do, but this one item is the one thing really makes me question my paying for QuickBooks and not going to another provider
A bit of Google searching and looks like it is possible to make these changes in QuickBooks on line.

From the previous question and same reply from over a year ago other users are looking for the same edit ability 

Hopefully this can be added in 

lgrey
Level 1

How do I edit what is in the description portion of the invoice--there are some items in there I want to delete?

Can we please get this update done?! This drives me crazy and it does not seem that new more used items appear on the top of the list. This should be an easy fix...I can delete things in Adobe that I no longer use. 

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