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February 11, 2023
Question

How do I edit name of the invoice for a duplicated Invoice?

  • February 11, 2023
  • 1 reply
  • 0 views

Hi,

 

I duplicate an invoice, and I want to change the name of the invoice. There was a box where I can edit the last time i logged in but now that option is not available. How do I change edit the name of the invoice?

 

Thank you

1 reply

Angelyn_T
February 11, 2023

Thank you for adding your first post, Seda2. I'll help you edit the name of your invoice in QuickBooks Online (QBO).

 

You need to open the transaction to modify the name. Here's how:

 

  1. Sign in to QuickBooks as an admin to avoid restrictions.
  2. Go to the Sales menu, then Invoices.
  3. Look for the invoice from there.
  4. Select View/Edit under Action.
  5. Go to the Customer dropdown, then select the correct name from there.
  6. Hit on Save and Close.

 

If the box is still unavailable, I recommend opening your account through a private window to narrow down the result. The stored cache on the browser you're using may affect this behaviour.

 

Here are the keyboard shortcuts:

 

  • Google Chrome: press Ctrl Shift 
  • Mozilla Firefox: press Ctrl Shift 
  • Safari: press Command Shift N

 

If it works, clear the cache of your main browser to remove browser history. Otherwise, use another supported browser as an alternative.

 

Here's an article you can open for more tips while handling your invoices: Create invoices in QuickBooks Online.

 

On the other hand, if you need to delete duplicate entries in the future, see this link as your reference: Void or delete transactions in QuickBooks Online.

 

I'm happy to share these details with you today. If you have follow-up questions, let me know by leaving a comment below. I'm just a few clicks away to help you again. Keep safe!