Thanks for providing some updates about this concern, Chantal.
I'm joining this thread to share additional insights about this automation in QuickBooks.
If you're editing an existing invoice that is linked to an estimate, it is a default action of the system to remove the details. This is after you select a different customer name and click the prompt that says "This will remove any link transactions". This signals the system that you want to start with a clean slate for the a new client.
This doesn't happen to invoices that were created without an estimate, as all the details are retained when the name is changed.
So, in order for you to correct this, you can delete the incorrect entries and create an estimate or invoice with the correct name on it. Also, you can use the projects feature to create invoices and keep track of your jobs.
See the following links to get started with projects in QBO:
Please visit us anytime if you have other questions or concerns with sales and projects. I'll be right here to help you further.
