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Bgranados
Level 1

Change product / service on invoice line item without deleting description / quantity / rate

Here now looking for the answer, my billing would go from taking 2 days to taking hours if this did not clear the description and amount when product or service is chosen. Seems like such a simple task as it does not clear the date or the class when a product/service is chosen.

JamesAndrewM
Moderator

Change product / service on invoice line item without deleting description / quantity / rate

Hello there, 

 

I can see how convenient it is for you and your business. Currently, this is the default design configured in QBO. You can only manually change the description and amount when a product or service is selected. As we value your suggestions, I recommend sending your feedback to our Product Development Team. Here's how to send feedback: 

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4.  Click Next to submit.

 

Our product engineers will consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback

 

You can utilize this article for future reference: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have any other QuickBooks-related questions, please post them in the Community. We are always available and eager to assist you with your inquiries. Have a wonderful day.

lmoCDS
Level 4

Change product / service on invoice line item without deleting description / quantity / rate

 @JamesAndrewM      Laughable. This thread has been going for four years.

lmoCDS
Level 4

Change product / service on invoice line item without deleting description / quantity / rate

@Bgranados  exactly....it is awful. Causes SO much more work. This thread has been going for four years. We all hit the gear icon and tell the QB God in the sky our requests, it does nothing.

Braden4
Level 1

Change product / service on invoice line item without deleting description / quantity / rate

I'm going to continue to bump this thread until I get the option to keep other fields from being erased.

 

This is poor workflow design. ALL of my invoices are imported from a 3rd party software and I would only have to do minimal cleanup on the invoices through QuickBooks but I'm pretty now forced to input half of them directly. This is such a waste of time. QuickBooks, please fix this.

lmoCDS
Level 4

Change product / service on invoice line item without deleting description / quantity / rate

@Braden4 - If I only got one wish to change something on QB, this would be it.  We have had enough. We only lasted a year. We will be on new software next year.

Anonymous32
Level 2

Change product / service on invoice line item without deleting description / quantity / rate

This was an option in general settings on QBD. Why would you take it away on QBO? Please bring it back. 

suzannek1
Level 4

Change product / service on invoice line item without deleting description / quantity / rate

Why did so many of the good features of Desktop go away?!

Ralius
Level 2

Change product / service on invoice line item without deleting description / quantity / rate

That right there is the dumbest workaround for an "enterprise" software solution that I have ever seen.

REALLY? SNIPPING TOOL??! HAHAHAHAHA.

Freshbooks has this 100% covered. I only am being forced to use your platform by my accountants. what a JOKE.

ndamo
Level 4

Change product / service on invoice line item without deleting description / quantity / rate

First, click on the settings gear, then click on "subscription and billing," then click on "cancel subscription."  See what they offer you to stay.  I got $200 off for 3 months, just for making a few clicks!

Ralius
Level 2

Change product / service on invoice line item without deleting description / quantity / rate

This is APPALLING. I'm so used to using Freshbooks that I keep trying to go in and change something only to have the entire entry be cleared out! Even a 10 year old could code this better. HERE ILL HAVE GPT DO IT FOR YOU. It's so painfully clear that you don't have actual engineers on deck just a bunch of SEA code jockeys who couldn't program their way out of a paper bag. This software is disgusting and I actually hate it but my accountants put me on here last year and now I have to fight with them to change back to Freshbooks. Competency Crisis is real, folks! You're witnessing it first hand. 

 

Oh yeah here's your code. GO FIX IT. 

 

using System;
using System.Linq;
using System.Threading.Tasks;
using Microsoft.EntityFrameworkCore;

namespace YourNamespace
{
public class Service
{
public int Id { get; set; }
public string Name { get; set; }
public string Description { get; set; }
}

public class YourDbContext : DbContext
{
public DbSet<Service> Services { get; set; }

protected override void OnConfiguring(DbContextOptionsBuilder optionsBuilder)
{
// Replace with your actual connection string
optionsBuilder.UseSqlServer("YourConnectionString");
}
}

public class ServiceManager
{
private readonly YourDbContext _context;

public ServiceManager(YourDbContext context)
{
_context = context;
}

public async Task AddServiceIfNotExistsAsync(string name, string description)
{
// Check if the service already exists in the database
var existingService = await _context.Services
.Where(s => s.Name == name)
.FirstOrDefaultAsync();

if (existingService == null)
{
// If service does not exist, create and add the new service
var newService = new Service
{
Name = name,
Description = description
};

_context.Services.Add(newService);
await _context.SaveChangesAsync();
Console.WriteLine("Service added to the database.");
}
else
{
Console.WriteLine("Service already exists in the database.");
}
}
}

class Program
{
static async Task Main(string[] args)
{
using (var context = new YourDbContext())
{
var serviceManager = new ServiceManager(context);

// Replace with the name and description of the service you want to check/add
string serviceName = "Example Service";
string serviceDescription = "This is a description of the example service.";

await serviceManager.AddServiceIfNotExistsAsync(serviceName, serviceDescription);
}
}
}
}

Nb77
Level 1

Change product / service on invoice line item without deleting description / quantity / rate

Hi,

Did this bug ever get solved? We are having the same issue - once we attach an invoice, the description shows, but then when selecting the drop down "product/service" it removes the description and amounts... then we have to manually add in...

 

Please help.

Thanks

MorganB
Content Leader

Change product / service on invoice line item without deleting description / quantity / rate

Thanks for joining us here in the Community, Nb77.

 

I want to make sure the details of the invoice don't disappear in your QuickBooks Online account.

 

As an initial troubleshooting step, I recommend clearing the browser cache. The cache is used to collect frequently used data and can cause certain viewing and performance errors if it becomes too full. Clearing it will remove anything that's preventing the invoice from loading properly. Here's how to get this done in Chrome for example:

 

1. At the top right, click More (three vertical dots).
2. Click More tools and then Clear browsing data.
3. At the top, choose a time range. To delete everything, select All time.
4. Check the boxes next to "Cookies and other site data" and "Cached images and files."
5. Click Clear data.
 

The following article provides similar steps for other browsers: Clear cache and cookies to fix issues when using QuickBooks Online

 

Please give this a try and let me know how things look afterward. I'll be here to lend a hand.

BackCountryIT
Level 1

Change product / service on invoice line item without deleting description / quantity / rate

This remains the most obtuse and difficult thing I've been dealing with since switching to Quickbooks Online in 2014.  I sometimes need to change the product/service so it matches the right Income account (i.e. set it as a service for building website, but then realize, sometimes when generating tax reports, that it should be Sales of Product Income (for infrastructure resources, etc.), so I change the Product/service to get the right income account - but lose everything that has already been invoiced for the sake of accurate accounting).  Bah!  So many, many years building web systems for my customers, and yet the accounting web system I use can't implement a simple ("Do you want to clear your existing values?" prompt)...  Just, tired of this...

Aldren18
QuickBooks Team

Change product / service on invoice line item without deleting description / quantity / rate

This is not the experience we want you to have, BackCountry. As someone who understands the critical role QuickBooks Online plays in maintaining accurate accounting, I acknowledge the difficulties you encounter when changing product/service types and support your desire for a more streamlined process. I'll ensure your feedback is forwarded to our Product Development team to influence future enhancements.

 

Your point about losing invoiced data when changing the product/service type is well-taken. It would indeed be beneficial to have a feature that prompts users to confirm whether they want to clear existing values before making such changes. This would help prevent data loss and ensure accurate accounting.

 

I encourage you to submit your suggestions and concerns by leveraging the Send Feedback option in your QuickBooks Online. It is the most effective way to communicate with our Product development team. They regularly review these submissions to guide future updates. Your input is crucial in helping us enhance our product features and improve the user experience. 

 

To send your input, here's how:

 

  1. Open your QuickBooks Online account.
  2. Go to the Gear icon located at the top-right corner of your screen.
  3.  Under the Profile section, select Feedback.
  4. Type in your suggestions and then click on Next.

 

Additionally, I’ll share these insightful articles that offer guidance on customizing your templates to enhance their appearance and setting up and utilizing progress invoicing to streamline your billing process and improve cash flow management:

 

 

The Community Team is always ready to respond and assist if you have further questions about invoicing or have any other questions related to the program. We encourage you to utilize the comment section below for any queries.

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