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Replying to:
Aldren18
QuickBooks Team

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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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