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November 19, 2024
Question

How can I delete multiple lines at a time on an invoice without unlinking the actual transaction from the invoice?

  • November 19, 2024
  • 1 reply
  • 0 views
On the old invoice format there used to be an option to clear all lines without unlinking the transaction from the invoice. With the new format I have to individually click on each line to delete. This takes forever when I just added 30 suggested transactions and just want to summarize into one total for the customer to see.

    1 reply

    November 19, 2024

    You're right, Jen. Deleting multiple lines while maintaining the transaction link is unavailable in the new invoice format. Let's go ahead and submit your input to our product development team for careful consideration.

     

    Please be assured that our engineering team is continuously striving to create product improvements that align with our customer's needs. I encourage you to share your valuable feedback, as it will be reviewed and considered for future updates. Your input is important to us and helps shape the future of QuickBooks.

     

    Here's how to submit feedback within QuickBooks Online (QBO):

     

    1. Sign in to your QBO account.
    2. Go to the Settings icon.
    3. Select Feedback.
    4. Enter your product recommendations.
    5. Click Next to submit.

     

    To keep track of the feedback you've shared and explore our latest updates, please visit this page: Customer Feedback for QBO. 

     

    While waiting for the release date of your desired feature, consider deleting one line item at a time by clicking on the three dots and selecting the delete option in the invoice.

     

    I'll provide this resource for future reference, which offers an overview of your customers' outstanding balances, identifies those who are overdue, and indicates how long payments have been past due: Run an accounts receivable ageing report in QBO.

     

    Please stay tuned for updates as we continue to enhance our offerings based on valuable customer input like yours. If you've got more thoughts about managing your invoices, I'll be right here to assist you further. Take care.