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Bgranados
Level 1

Change product / service on invoice line item without deleting description / quantity / rate

Here now looking for the answer, my billing would go from taking 2 days to taking hours if this did not clear the description and amount when product or service is chosen. Seems like such a simple task as it does not clear the date or the class when a product/service is chosen.

JamesAndrewM
QuickBooks Team

Change product / service on invoice line item without deleting description / quantity / rate

Hello there, 

 

I can see how convenient it is for you and your business. Currently, this is the default design configured in QBO. You can only manually change the description and amount when a product or service is selected. As we value your suggestions, I recommend sending your feedback to our Product Development Team. Here's how to send feedback: 

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4.  Click Next to submit.

 

Our product engineers will consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback

 

You can utilize this article for future reference: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have any other QuickBooks-related questions, please post them in the Community. We are always available and eager to assist you with your inquiries. Have a wonderful day.

lmoCDS
Level 4

Change product / service on invoice line item without deleting description / quantity / rate

 @JamesAndrewM      Laughable. This thread has been going for four years.

lmoCDS
Level 4

Change product / service on invoice line item without deleting description / quantity / rate

@Bgranados  exactly....it is awful. Causes SO much more work. This thread has been going for four years. We all hit the gear icon and tell the QB God in the sky our requests, it does nothing.

Braden4
Level 1

Change product / service on invoice line item without deleting description / quantity / rate

I'm going to continue to bump this thread until I get the option to keep other fields from being erased.

 

This is poor workflow design. ALL of my invoices are imported from a 3rd party software and I would only have to do minimal cleanup on the invoices through QuickBooks but I'm pretty now forced to input half of them directly. This is such a waste of time. QuickBooks, please fix this.

lmoCDS
Level 4

Change product / service on invoice line item without deleting description / quantity / rate

@Braden4 - If I only got one wish to change something on QB, this would be it.  We have had enough. We only lasted a year. We will be on new software next year.

Anonymous32
Level 2

Change product / service on invoice line item without deleting description / quantity / rate

This was an option in general settings on QBD. Why would you take it away on QBO? Please bring it back. 

suzannek1
Level 4

Change product / service on invoice line item without deleting description / quantity / rate

Why did so many of the good features of Desktop go away?!

Ralius
Level 2

Change product / service on invoice line item without deleting description / quantity / rate

That right there is the dumbest workaround for an "enterprise" software solution that I have ever seen.

REALLY? SNIPPING TOOL??! HAHAHAHAHA.

Freshbooks has this 100% covered. I only am being forced to use your platform by my accountants. what a JOKE.

ndamo
Level 4

Change product / service on invoice line item without deleting description / quantity / rate

First, click on the settings gear, then click on "subscription and billing," then click on "cancel subscription."  See what they offer you to stay.  I got $200 off for 3 months, just for making a few clicks!

Ralius
Level 2

Change product / service on invoice line item without deleting description / quantity / rate

This is APPALLING. I'm so used to using Freshbooks that I keep trying to go in and change something only to have the entire entry be cleared out! Even a 10 year old could code this better. HERE ILL HAVE GPT DO IT FOR YOU. It's so painfully clear that you don't have actual engineers on deck just a bunch of SEA code jockeys who couldn't program their way out of a paper bag. This software is disgusting and I actually hate it but my accountants put me on here last year and now I have to fight with them to change back to Freshbooks. Competency Crisis is real, folks! You're witnessing it first hand. 

 

Oh yeah here's your code. GO FIX IT. 

 

using System;
using System.Linq;
using System.Threading.Tasks;
using Microsoft.EntityFrameworkCore;

namespace YourNamespace
{
public class Service
{
public int Id { get; set; }
public string Name { get; set; }
public string Description { get; set; }
}

public class YourDbContext : DbContext
{
public DbSet<Service> Services { get; set; }

protected override void OnConfiguring(DbContextOptionsBuilder optionsBuilder)
{
// Replace with your actual connection string
optionsBuilder.UseSqlServer("YourConnectionString");
}
}

public class ServiceManager
{
private readonly YourDbContext _context;

public ServiceManager(YourDbContext context)
{
_context = context;
}

public async Task AddServiceIfNotExistsAsync(string name, string description)
{
// Check if the service already exists in the database
var existingService = await _context.Services
.Where(s => s.Name == name)
.FirstOrDefaultAsync();

if (existingService == null)
{
// If service does not exist, create and add the new service
var newService = new Service
{
Name = name,
Description = description
};

_context.Services.Add(newService);
await _context.SaveChangesAsync();
Console.WriteLine("Service added to the database.");
}
else
{
Console.WriteLine("Service already exists in the database.");
}
}
}

class Program
{
static async Task Main(string[] args)
{
using (var context = new YourDbContext())
{
var serviceManager = new ServiceManager(context);

// Replace with the name and description of the service you want to check/add
string serviceName = "Example Service";
string serviceDescription = "This is a description of the example service.";

await serviceManager.AddServiceIfNotExistsAsync(serviceName, serviceDescription);
}
}
}
}

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