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Rather than retype a line item in a new space, how can i move it up or down on invoice

 
5 Comments
QuickBooks Team

Re: Rather than retype a line item in a new space, how can i move it up or down on invoice

Good day, @secondstorygraph.


Welcome to the QuickBooks Community. I’m here to walk you through on how to move an item in an invoice from one line item to another.


You can move an item up or down in 4 easy steps. Here’s how:
1.    Create an invoice.
2.    From the Invoice screen, enter the information needed.
3.    On the Product/Service column, enter the items.
4.    You can move the item by clicking (long press) the Order (square of dots) next to the number line and move it up or down.


By following the steps above, you’ll be able to change the order of the items on your invoice.


That’s it. Feel free to reach out to me if you need anything else. I’ll be around to help. Enjoy your day!

Active Member

Re: Rather than retype a line item in a new space, how can i move it up or down on invoice

Hi,

I want to move a line on an invoice.  I don't see the "order" square of dots.  Is moving possible or only copy, paste and then delete.  When I delete and then try to look at the items again (add time/costs) it get an unrecoverable error and it shuts down.

thank you!

Beth

Moderator

Re: Rather than retype a line item in a new space, how can i move it up or down on invoice

Good day, BethV.

Helping you move a line item on your invoice is my priority. Let's get this sorted out.

 

We haven't received similar issues reported. The behavior you've experienced is probably a browser-related issue. Cache and cookies make the browser easier and faster to use. However, too much of these may affect the browsing performance. 
 

As an initial step, we can start with opening the QuickBooks account in a private browser.

 

If you're able to move a line item on your invoice using the private browser, let's go back to your regular browser and clear its cache.

 

You may find these articles helpful:

 

For account-related discussion, feel free to reach out to our QuickBooks Online Support.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

If none of the steps work, try using a different browser. Please get back to me if you continue to get the same results so I can look further into this. Have a good one.

Active Member

Re: Rather than retype a line item in a new space, how can i move it up or down on invoice

I apologize....I wasn't clear.  I am using Qb2018 Desktop.  So no browser is involved.

 

Sorry for not being clear!

 

Thank you!

QuickBooks Team

Re: Rather than retype a line item in a new space, how can i move it up or down on invoice

Thanks for the clarification, @BethV.


Yes, you’re right. Moving the items from one line to another is currently unavailable in QuickBooks Desktop.


Since you encounter an unrecoverable error when deleting and replacing it, I recommend performing some troubleshooting solutions to isolate and fix the issue. You can start by identifying how many users are affected.


Create a different log in details and use it to open the same company file. If the problem only happens in one specific user, that credential might be damaged.


Let’s recreate it for regular users. Here’s how:

  1. From the Company menu at the top, select Set Up Users and Passwords and then Set Up Users.
  2. Click Add User.
  3. Provide a name and an optional password for this user and hit Next.
  4. Follow the on-screen instructions to customize the user's access, and click Finish.

Users 1.PNG Users 2.PNG Users 3.PNG Users 4.PNG

 

Once done, log off the company file and sign back in using the new credentials. However, if the damaged user is an Admin, download and run the QuickBooks File Doctor. Follow the steps below:

  1. Download the tool and save it to a location where you can easily find it.
  2. Open the QBFD.exe file and follow the instruction to install the tool.
  3. In the next window, select the company file from the drop-down or click Browse to search for the file.
  4. Choose the appropriate option and enter your Admin password.
  5. Select whether you want to run the File Doctor on the Workstation or the Server.

Check out this article for the detailed steps: QuickBooks File Doctor.

 

I'm also adding some articles with other troubleshooting solutions that can help resolve the issue:

Reach out to me if you need assistance with anything else. I'm more than happy to help. Wishing you the best!