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pathtosolace
Level 1

I am trying to update invoice products/services but cannot find an option to do so in the settings gear on any page. Where is this option?

All articles tell me to click the gear then go to the products/services option but it is not an option in my gear.
3 Comments 3
Jessica_young
Moderator

I am trying to update invoice products/services but cannot find an option to do so in the settings gear on any page. Where is this option?

Hey there, @pathtosolace.

Adding these products and services in QuickBooks Self Employed will vary slightly from other QuickBooks Online products.

 

First, you'll need to make sure invoicing is turned on in your account. You can toggle this option in the gear icon:

 

Then you can add your products and services. Here's how:

  1. Select Invoices from the menu, then select Create invoice.
  2. Select an existing customer, or create a new one by entering their name, address, and email address.
  3. Decide when you want to be paid by and set the date in Due Date field.
  4. Select Add product & service to add items or services you sold. Enter a description of the service.
  5. Select Flat rate or By hour from the dropdown menu. Or select By item if you're charging for a product. Enter an amount. Then select Add to invoice.
  6. To add more items to the invoice, select Add work.
  7. When you're ready, select Send invoice to email your invoice. You can also select the arrow and Preview to see what your customer will receive.

I'm attaching this helpful article for you to look over: Create invoices in QuickBooks Self-Employed.

 

Let me know if you have any questions on this process! I'll be around.

pathtosolace
Level 1

I am trying to update invoice products/services but cannot find an option to do so in the settings gear on any page. Where is this option?

I don't have a toggle button like that.  I am trying to change the items in the drop down box for services and items on the actual invoice its self. Does that make sense?

 

AbegailS_
QuickBooks Team

I am trying to update invoice products/services but cannot find an option to do so in the settings gear on any page. Where is this option?

Let's get this sorted out, @pathtosolace.

 

You'll be able to update an invoice item by turning on the invoicing feature. 

 

The unexpected behavior can be caused by too much cache. We'll have to want to perform some basic troubleshooting to resolve this. Start with logging into your account through a private browser. It's the best place to isolate web issues. These are the shortcut keys:

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

If you already have the toggle button using private browsing session, go back to your regular browser and clear its cache to refresh the program. We advise our users to periodically delete them to avoid and fix web issues.

 

For future reference, the following link provides a breakdown of articles on the processes you can perform in QBSE: QuickBooks Help.

 

Keep me posted if there's anything else you need. I'm always around here in the Community forum to help.

 

 

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