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S
spencergreg
September 22, 2022
Question

Anyone else notice that changing the service type deletes anything entered in the description box? I don't understand the rationale for this.

  • September 22, 2022
  • 1 reply
  • 0 views
After completing filling in an invoice, I saw that I had entered an incorrect Product/Service type. I changed it and poof, everything I had entered into the Description box disappeared and had to be re-entered. It wasn't a lot of extra work, but it was still a pain.

1 reply

A
Amanda-B
September 22, 2022

It's a pleasure to see you here.  Welcome to Community!  QuickBooks Online is a dynamic program with the features you need to keep your books balanced.  It's important to ensure you're on the right track with your work and I'd be happy to provide more insight here!

 

QuickBooks is working as designed when the associated description for the previous item is removed from your invoice. This is to ensure your description details are aligned with the product or service indicated on your form.  I can see how having the option to keep the description would save valuable time.  I recommend activating the feature to save your forms with previously entered content, so you'll only need to make changes to the necessary fields.  Here's how;
 

  1. Open Settings :gear:in the top right and select Account and settings
  2. Click on Advanced from the left menu
  3. Scroll down to Automation and select the Edit ✎
  4. Turn on Pre-fill forms with previously entered content
  5. Hit Done to save

If you have any other questions, feel free to reach out here.  We're always glad to help!

S
spencergregAuthor
September 23, 2022

Thanks for the explanation. Unfortunately, using the option you suggest wouldn't work for me since the content is always different for each invoice. My view is that it would be better to give the user the choice of making the deletion in these circumstances rather than having QB decide.

A
Amanda-B
September 23, 2022

Good afternoon spencergreg,

 

Thanks for reaching back out to us here. I can see how having this feature would be beneficial for you and your company. I recommend leaving feedback. You can do so by heading to the Gear icon and selecting the Feedback option. These comments are viewed and considered by our developers as they create new features and updates for QuickBooks. 

 

If you have any other questions, feel free to reach out here. 

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