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December 1, 2018
Question

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!

  • December 1, 2018
  • 4 replies
  • 6 views
No text available

4 replies

BettyJaneB
Level 9
December 1, 2018

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.

Level 4
December 1, 2018

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

March 25, 2019

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.

Level 5
March 25, 2019

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. 

June 5, 2019

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

June 6, 2019

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!

June 6, 2019

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.

May 12, 2023

This is still a problem after years of complaints.   It is a HUGE time waste if you have to fix something or if you enter something out of sequence.  Please fix or at very least add a checkbox in the settings to disable this logic.