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December 12, 2024
Question

can you edit an item when busy with an invoice

  • December 12, 2024
  • 1 reply
  • 0 views
i select an item and see some info ie pricing is out of date and want to update straight away and save

    1 reply

    December 12, 2024

    Hello there, nli. Updating your products or services directly on the invoice creation page is not possible. I'm here to expand below.

     

    Customizing your items can only be done within the Products and services page.

     

    Here's how:

     

    1. Go to Sales and select Product and services.
    2. Navigate to the item and click Edit under the ACTION column.
    3. Make the necessary changes.
    4. Once done, click Save and close.

     

    Additionally, you can refer to this article about personalising your sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

     

    Please let us know if you have further concerns regarding your items in QBO, nli. We're here to assist you in any way possible.