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taramahoney9701
Level 1

How do you edit the drop down menu of products and services in your invoice template? There are a few items that I need to change or no longer offer.

 
1 Comment 1
AbegailS_
QuickBooks Team

How do you edit the drop down menu of products and services in your invoice template? There are a few items that I need to change or no longer offer.

Hello there, @taramahoney. 

 

I'm here to assist you in optimizing the management of your products and services.
 
If you need to remove an item from an invoice that you no longer offer, follow these steps:

 

  1. Open the invoice you want to edit.
  2. Select the Delete option on the item you'll change.
  3. Choose the Add product or service link or click + Add new.
  4. Set up the product/services correctly and add them to the invoice.
  5. Lastly, Save the changes.

If you need to make changes to your products and services directly from the invoice, follow these steps: 
 

  1. Open the invoice where you need to edit a product or service.
  2. Locate the line item for the product or service you want to modify.
  3. Click on the 3 dots icon that appears to the right of the amount.
  4. This will bring up a menu with the option to Edit the item.
  5. Clicking Edit will allow you to update the name, description, amount type and amount. 

 

I've provided a screenshot below that you can review for additional context on the topic.

 

For more information on invoices in QuickBooks Self-Employed, you can refer to this link: Create invoices. It also covers information on processing invoice payments.

 

I recommend keeping this article for future reference: Manually track sales tax in QuickBooks Self-Employed. It's a detailed guide on how you can track sales tax by hand in QuickBooks Self-Employed (QBSE).

 

Feel free to reach out if you have any further questions. I'm happy to provide additional assistance with managing your QuickBooks Online invoice templates and product/service catalog.

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