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AubreyI
Level 1

How to bulk edit text in QBO invoice line-item description without the line moving? I used to be able to highlight a whole section of text without the line moving.

I want to be able to click and drag to highlight text in the line-item description for bulk editing and was able to do so until a couple weeks ago. I think there may be a programming change. 

A workaround is double-clicking words to highlight and edit or Backspace; however, I need to highlight phrases for bulk editing and customizing per customer.  
Solved
Best answer March 25, 2024

Best Answers
ReymondO
Moderator

How to bulk edit text in QBO invoice line-item description without the line moving? I used to be able to highlight a whole section of text without the line moving.

Hi there, @AubreyI. Thanks for sharing your concern on the QuickBooks Community page.

 

Before we proceed, can you tell me what invoice layout are you using right now? Are you experiencing this issue with the old invoice layout or the new one? Any additional info you can add would be very helpful in addressing your concern more effectively.

 

Upon checking my QuickBooks Test drive account using the old experience, I was able to perform a click and then drag to highlight texts in the Description column.

 

However, if you're experiencing this limitation with the new invoice experience, I'd suggest sending feedback to our developers. In this new layout, dragging the text will also reposition the entire line item.

 

  1. Select Settings and click Feedback. 
     
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

 

The feedback you've shared will be forwarded to our Product Development team, enabling them to continually refine and elevate your user experience within QuickBooks Online. Additionally, you can monitor the status of requested features through the dedicated QuickBooks Online Feature Requests website.

 

As a workaround, you have the option to revert to the previous invoice layout when modifying the description field of your invoice items. To do so, open an existing invoice, and look for the Old layout option in the top-right corner of the Invoice window. Click on it, then select Switch layout and provide a reason for your choice. Finally, click Leave and submit to complete the process.

 

I've also included detailed resources about working with invoices which may come in handy moving forward:

 

 

Please feel free to post any additional queries or concerns you may have regarding invoice management. Our team is always ready and willing to provide assistance and support whenever you need it.

View solution in original post

3 Comments 3
ReymondO
Moderator

How to bulk edit text in QBO invoice line-item description without the line moving? I used to be able to highlight a whole section of text without the line moving.

Hi there, @AubreyI. Thanks for sharing your concern on the QuickBooks Community page.

 

Before we proceed, can you tell me what invoice layout are you using right now? Are you experiencing this issue with the old invoice layout or the new one? Any additional info you can add would be very helpful in addressing your concern more effectively.

 

Upon checking my QuickBooks Test drive account using the old experience, I was able to perform a click and then drag to highlight texts in the Description column.

 

However, if you're experiencing this limitation with the new invoice experience, I'd suggest sending feedback to our developers. In this new layout, dragging the text will also reposition the entire line item.

 

  1. Select Settings and click Feedback. 
     
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

 

The feedback you've shared will be forwarded to our Product Development team, enabling them to continually refine and elevate your user experience within QuickBooks Online. Additionally, you can monitor the status of requested features through the dedicated QuickBooks Online Feature Requests website.

 

As a workaround, you have the option to revert to the previous invoice layout when modifying the description field of your invoice items. To do so, open an existing invoice, and look for the Old layout option in the top-right corner of the Invoice window. Click on it, then select Switch layout and provide a reason for your choice. Finally, click Leave and submit to complete the process.

 

I've also included detailed resources about working with invoices which may come in handy moving forward:

 

 

Please feel free to post any additional queries or concerns you may have regarding invoice management. Our team is always ready and willing to provide assistance and support whenever you need it.

AubreyI
Level 1

How to bulk edit text in QBO invoice line-item description without the line moving? I used to be able to highlight a whole section of text without the line moving.

The new Layout. I haven't been using the Old Layout. I'll go ahead and reach out to the developers. In the meantime, I'll switch layouts as you suggested. Thank you!

IrishNinoJ
QuickBooks Team

How to bulk edit text in QBO invoice line-item description without the line moving? I used to be able to highlight a whole section of text without the line moving.

Hello, AubreyI.

 

We in the Community are happy that you were able to find my colleague's post helpful. We're more than happy to help you if you need more assistance.

 

Keep us posted if you have other questions or concerns. I’m here to help you out. Take care and have a great day!

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