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fredessa
Level 1

How do i insert a line item in the invoice between already existing line items with the new interface

On the new edit invoice mode I can't insert a line item that i forgot between 2 existing line items. I get a hand where I used to get a plus. But the hand does nothing.
Solved
Best answer December 17, 2023

Best Answers
Jelayca V
QuickBooks Team

How do i insert a line item in the invoice between already existing line items with the new interface

I understand the importance of being able to insert a line item between existing items on an invoice in QuickBooks Online (QBO), @fredessa

 

With the new invoice interface, the feature to insert a line item between existing items is not currently available. The hand icon that you mentioned is indeed used for dragging existing line items to rearrange them, but it does not allow for the insertion of a new line item.

 

While this functionality is not supported in the new experience, users with a Plus or Advanced subscription have the option to switch back to the old layout, where it is possible to insert a line item between existing items. However, for users with a Simple Start or Essentials subscription, reverting to the old interface is not an available option.

 

If you wish to switch back to the old experience, you can follow these steps:

 

  1. Go to +New.
  2. Select Invoice.
  3. At the top right of the form, click Old layout.

 

It's important to note that this process is irreversible.

 

For more information regarding the new layout of invoice, you can refer to these articles:

 

 

If you have further questions about invoices or need assistance with other QBO features, please let me know by replying below. I'll be of help. Have a great one. 

 

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7 Comments 7
Jelayca V
QuickBooks Team

How do i insert a line item in the invoice between already existing line items with the new interface

I understand the importance of being able to insert a line item between existing items on an invoice in QuickBooks Online (QBO), @fredessa

 

With the new invoice interface, the feature to insert a line item between existing items is not currently available. The hand icon that you mentioned is indeed used for dragging existing line items to rearrange them, but it does not allow for the insertion of a new line item.

 

While this functionality is not supported in the new experience, users with a Plus or Advanced subscription have the option to switch back to the old layout, where it is possible to insert a line item between existing items. However, for users with a Simple Start or Essentials subscription, reverting to the old interface is not an available option.

 

If you wish to switch back to the old experience, you can follow these steps:

 

  1. Go to +New.
  2. Select Invoice.
  3. At the top right of the form, click Old layout.

 

It's important to note that this process is irreversible.

 

For more information regarding the new layout of invoice, you can refer to these articles:

 

 

If you have further questions about invoices or need assistance with other QBO features, please let me know by replying below. I'll be of help. Have a great one. 

 

fredessa
Level 1

How do i insert a line item in the invoice between already existing line items with the new interface

Thank you for the quick response. I am not happy with the change as Intuit took a valuable function and monetized it. I bill for different things, phone calls, onsite visits , and text responses. There is no place to get these to come up chronlogically. All the phone calls are together. All the texts are together on my phone and all the visits are together on my calendar. I typically start an invoice. Go through my texts and enter line items. Then I go back and insert line items for the calls. Then I go back and insert line items for my appointments. It's not practical to build an invoice as it happens because my calls from different clients run together and I would rather enter on a pc than my phone anyway. Intuit took something essential to me and removed it almost forcing me to upgrade to get something I used to have. I will try your work around and see how it goes. Thank you again for your quick and frank response.

SKH64
Level 1

How do i insert a line item in the invoice between already existing line items with the new interface

IT WAS MARKETING AT IT'S FINEST THAT QB WOULD MAKE THIS CHANGE RIGHT HERE AT YEAR END WHEN EVERYONE IS TOO BUSY TO DEAL WITH FIGURING OUT ALTERNATIVES TO YOUR SERVICE.  QB USED TO USER FRIENDLY, NOW IT'S JUST INCREDIBLY GREADY.  I HAVE BEEN A USER FOR AT LEAST 23 YEARS AND THIS IS JUST GETTING TO BE RIDICULOUS.

mauibrakesupply
Level 1

How do i insert a line item in the invoice between already existing line items with the new interface

I am having the same issue with purchase orders. Cannot insert a line can only add at the bottom. I am using plus subscription. Please help with this issue 

RCV
QuickBooks Team
QuickBooks Team

How do i insert a line item in the invoice between already existing line items with the new interface

I understand the importance of being able to insert a line item between existing items on a purchase order in QuickBooks Online (QBO), mauibrakesupply.

 

With the new interface, the feature to insert a line item between existing items is unavailable. The hand icon is used for dragging existing line items to rearrange them, however, it will not allow for the insertion of a new line item.

 

While this functionality is not supported in the new experience, users with a Plus or Advanced subscription have the option to switch back to the old layout, where it is possible to insert a line item between existing items. If you wish to switch back to the old experience, you can follow these steps:

 

  1. On the left navigational bar, click the +New button.
  2. Select Invoice.
  3. On the top-right corner, click the Old layout button.
  4. Tap the Switch layout button.
  5. Enter or select the necessary details, and then the click Leave and submit button.

 

If you can't switch between different styles, please send feedback directly to our Product Engineers so they can look into it and add this feature in future updates. Here's how: 

 

  1. Go to the Gear icon at the upper right and select Feedback under Profile.
  2. Enter your comments or product suggestions. You can also attach a screenshot or file to combine them all.
  3. Click Next.
  4. You'll be provided a list of suggested help articles related to your comments. You can read through them or choose Skip and send message.
  5. Select the appropriate category from the drop-down menu.
  6. Tap Send message.

 

To learn more about creating purchase orders and sending them to vendors, check out this article: Create and send purchase orders in QuickBooks Online.

 

Keep your post coming if you need more help with managing your vendor transactions. I'll be around to help you always. Keep safe!

Grrrr2nd
Level 1

How do i insert a line item in the invoice between already existing line items with the new interface

I have the same problem and all they can say is, "Oh Well!" You have to upgrade to Plus to get this feature back. They take things away so they force you to upgrade and pay more money!!!!! I am currently looking for an Alternative to QB that will work for me. QB thinks everyone uses invoices the same way and they have made it so not user customizable. The Desk Top was the best, but they took that away as well!!!! I wish someone would make their Invoicing templates customizable so we could add columns as we see fit. I really hate QB at this point.

lupinecase
Level 3

How do i insert a line item in the invoice between already existing line items with the new interface

I am right there with you.  You pay for a service, they force you to change and make it more difficult.  Terrible Quickbooks!

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