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When I'm generating an invoice, why does the data in Description & Qty fields get erased and set to 1, respectively when I change the Product/Service?This is a huge pain!

 
9 Comments
QuickBooks Team

Re: When I'm generating an invoice, why does the data in Description & Qty fields get erased ...

Hi there, @CeruleanShine.

 

Thanks for taking the time reaching out to the Community. I'm here to share some clarifications about why the data in Description & Amount Quantity fields get erased and set to 1 respectively when changing the Product/Service in QuickBooks Online.

 

I see you’re trying to change the product/service without deleting the previous quantity you have inputted. When adding an item to the invoice, QuickBooks automatically sets the QTY to its default number, which is 1.


It does the same thing when you replace the previous item with a different one. At this time, we have to manually change the number in the QTY column.
We are always aiming to provide excellent customer experience. We’d love to hear your feedback so we’d know how we can make the product more convenient for you when invoicing your clients.


I suggest submitting your product suggestions through this link: https://feedback.qbo.intuit.com/.

 

Please let me know if I can be of additional assistance. I hope you have a wonderful weekend.

Established Community Backer ***

Re: When I'm generating an invoice, why does the data in Description & Qty fields get erased and set to 1, respectively when I change the Product/Service?This is a huge pain!

It's annoying I agree. What I do is enter the new Item on a new line, copy and paste description, re-enter qty and price, and then delete the old line

Established Member

Re: When I'm generating an invoice, why does the data in Description & Qty fields get erased and set to 1, respectively when I change the Product/Service?This is a huge pain!

This adds hours of work when changing services that were entered incorrectly.  I would greatly appreciate this being fixed.  The current behavior is really time consuming and frustrating.

QuickBooks Team

Re: When I'm generating an invoice, why does the data in Description & Qty fields get erased ...

Thanks for joining this thread, benbogart.

 

Finding new ways to adapt to our customers’ needs is how QuickBooks gets even better. For you to be aware of the new and updated features in QuickBooks Online, you can check this blog website: https://quickbooks.intuit.com/blog/

 

Please know that you're always welcome to post here in the QuickBooks Community if you have any other questions. Have a good day ahead. 

Established Community Backer ***

Re: When I'm generating an invoice, why does the data in Description & Qty fields get erased ...


@JanyRoseB wrote:

 

Finding new ways to adapt to our customers’ needs is how QuickBooks gets even better. For you to be aware of the new and updated features in QuickBooks Online, you can check this blog website: https://quickbooks.intuit.com/blog/

 

 


I cannot find any discussion about this topic in this link.   Where is it?

Experienced Member

Re: When I'm generating an invoice, why does the data in Description & Qty fields get erased and set to 1, respectively when I change the Product/Service?This is a huge pain!

I am experiencing the same behavior. What a pain. Why is this not fixed yet?

Moderator

Re: When I'm generating an invoice, why does the data in Description & Qty fields get erased ...

Hey there, @Brandon13,

 

It's nice to have you here in the Community. I can share some information about this feature you're looking for.

 

Once you update the Product/Service on an invoice, QuickBooks automatically defaults the quantity back to 1. We currently don't have the option to copy existing QTY for a different product you add on the invoice' line item.

 

Intuit strives hard to keep pace with our customer's business and accounting needs. Just so you know, I'm taking note of your request regarding the function you need for invoices. In the meantime, you can continue updating the item's quantity manually to complete your work.

 

Please know that I am always here if you need further assistance with QuickBooks. I'll be more than happy to help you in any ways I can. All the best!

Experienced Member

Re: When I'm generating an invoice, why does the data in Description & Qty fields get erased ...

It does more than just reset the quantity, it removes the description and the amount. The workflow is the following.

  1. Create a new invoice
  2. Add existing bills to the invoice from the right side of screen
  3. They are populated as a line item on the invoice, but the product/service is blank
  4. If you go and change the product/service, it clears the description and amount
  5. And since the bill is removed from the right side, you have to look up what the description and amount was.

Please fix this.

QuickBooks Team

Re: When I'm generating an invoice, why does the data in Description & Qty fields get erased ...

Thanks for sharing the detailed steps of your concern, @Brandon13.


I followed the instructions you provided to confirm that once the bill is added to the invoice, it automatically fills in the line item including the Product/Service column. Only when changing it that QuickBooks clears the description and the amount of the overall transaction.


My colleague mentioned that the option to retain this information when updating the item is currently unavailable. Rest assured, I’m passing it along here on my end. 


If you continue to get a blank Product/Service column when linking the bill to the invoice, I suggest loading the site in a different browser or a private window. Sometimes cache stores up in the system causing issues inside the program.


Let me show you how:

  • Ctrl + Shift + P (Internet Explorer)
  • Command + Shift + N (Safari)
  • Ctrl+ Shift + N (Google Chrome)
  • Ctrl + Shift + P (Mozilla Firefox

If this works, make sure to clear your default browser’s cache to continue using it without any problem. Here’s an article to help you with the process: Delete or Disable cache and temporary internet files in your web browser.


That should answer your concern for today.


Let me know if this works out for you by leaving a comment below. I’m always here to help. Take care!