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Buy now & saveHello there, @atlasfyr1.
In QuickBooks Online's (QBO) new invoice layout, the description will only be visible after choosing a product or service from the dropdown. Thus, I encourage you to share your thoughts with our software engineers. They carefully examine customer feedback, especially when determining how to improve QuickBooks.
Here's how:
You can also read this article to learn more on how to record invoice payments: Record invoice payments in QuickBooks Online.
Keep me posted if you have any additional questions about managing your invoices. I'll be right here to help.
This is the standard answer we always get. It would be nice to have a true solution or maybe a bench test of functionality before you roll out an update.
I am having this same issue again after the latest update!
We don't want you to experience this, @bushy402. Let me help you fix the issue with the description in the product/service box on your QuickBooks Online (QBO) invoice.
The first thing I can suggest is to refresh your browser. If the issue persists, open your browser's private window. It allows you to isolate the cache, which is the common cause of unusual behaviors.
Here are the shortcut keys:
If that works, return to your regular browser and clear its cache. Otherwise, open an alternative browser that's available for you.
Additionally, when your customer submits a payment, it's important to record it in QBO to ensure alignment with your invoice records.
I'm just a post away if you need further assistance managing your invoices in QBO. Stay safe.
This is the issue my team is having too! Also, my main team member that enters product service items - cannot longer use the search to find current product service items. This is a HUGE inconvenience. What is the fix - ASAP - so we can get back to work?
Why can't I search the description anymore to find a product/service?
I understand the importance of item descriptions for your workflow, @BTPIWT. I would like to clarify the recent changes in QuickBooks Online (QBO) that impact how descriptions are displayed in the dropdown menu during invoicing.
Recently, QBO updated its interface, resulting in item descriptions only being visible after a specific product or service has been selected from the initial dropdown menu. This change was made to streamline the displayed information, ensuring it is relevant to your selections.
In the meantime, access your QuickBooks company file using a private browsing window to prevent potential interruptions caused by corrupted cache files. This method will not store cache files that may cause an error message in your default browser.
You can press the following keys to access this mode:
If this resolves the issue, clear your regular browser's cache to refresh the website's preferences and ensure your browser is updated. Alternatively, using a different supported browser may also help.
Additionally, here’s a useful article on processing customer payments in QuickBooks Online: Recording invoice payments in QuickBooks Online.
Should you have concerns about managing invoices or other features, never hesitate to contact us here. We’re committed to ensuring a smooth experience for you. Have a great day!
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