How to change an item on the invoice without description and rate being changed?

Account197 · ‎April 02, 2024

Hi,

Here is the problem I am facing while using Quickbooks Enterprise suite.

I have two general billing items that I often use to create invoices. When I swap between these two billing items on the invoice, the description and rate get replaced by something I don't need, so I have to re-enter both.

Often I create invoices by creating a copy of previous invoice and by changing billing items. I need the billing item to be able to change without description and rate fields defaulting to something else.

I hope I am clear. Please help.

Thanks

ZackE · ‎April 02, 2024

Welcome to the Community, Account197. I appreciate your detailed information.

You can change an item's description and rate details while editing it.

Here's how:

In the top menu bar, go to Lists, then Item List.
Find an item you want to edit.
Double-click its record.
Make any necessary changes. You'll see an area to change its Description and Rate.
When you're finished, select Save.

Now when you use your service on invoices, it will display the new description and rate.

I've also included a detailed resource about working with items which may come in handy moving forward: Add, edit, & delete items

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Tuesday!

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How to change an item on the invoice without description and rate being changed?

How to change an item on the invoice without description and rate being changed?

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