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How can I quickly change customer details when invoicing?
Is there any reason there can't be a 'edit customer details' button from within the invoice, like there was in Desktop?
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Hey scarrott,
Thanks for your post and welcome to the QuickBooks Online Community!
Currently there is no way to edit the customers details directly when entering the invoice, if you need to update the details without moving away from the invoice you can right click and duplicate the internet tab you are working on, press Ctrl + Alt + C to bring up the customer list, then filter the customer in the search bar and edit.
If you would like to leave a feature request for this please leave feedback within your account by going to the Gear icon > Feedback :)
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Shame. I'll add this to my ever growing list of 'things you could do easily in Desktop, but can't do at all in online.'
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@scarrott wrote:
Shame. I'll add this to my ever growing list of 'things you could do easily in Desktop, but can't do at all in online.'
Some help for your list
a non partisan comparison of QBO vs QB desktop
http://onsale-apparel.com/Rustler/qbo-or-qbdt
(cost comparisons are at the end of the article)
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Pretty thorough list. A few things he's missed though, like how QBO will allow you to import a custom style for invoices and estimates, but inexplicably, not sales receipts. Meaning there is forced inconsistency between your forms.