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SterkOlivia
January 5, 2021
Solved

Invoice Descriptions Automatically updating?

  • January 5, 2021
  • 1 reply
  • 0 views

Hi, so I write invoices every month for many clients. What used to happen is that I would write up an invoice and would just change the month/year in the description of my line item (ie Maintenance work for January 2020 to Maintenance work for February 2020) and the next invoice I wrote would remember that change so I didn't have to do it 30 or 40 times each month. It has stopped doing that since we bought the 2020 software. I don't want to have to go into "Lists" every time I want to update the month. I didn't have to do that before. Is there an option I can select?

Best answer by ReyJohn_D

I've got you covered, @SterkOlivia.

 

The option to auto-update the item description when making some changes on your invoices is unavailable. You'll have to modify it manually to reflect the said changes.

 

For now, you can turn on the auto-recall feature. This way, QuickBooks will remember the transaction information on your invoices moving forward. 

 

Here's how to do it:

 

  1. Go to the Edit menu, and then choose Preferences.
  2. Select General, and then My Preferences. 
  3. Under the Automatically Recall Information section, and then check the Automatically remember account or transaction information box.
  4. Tick the Automatically recall last transaction for this name checkbox.
  5. Click OK when you're ready.

We appreciate your feedback on this one. As we assess this, I'd like to route you to our Firm of the future page. This way, you can keep up with the latest news and product updates.

The good thing is, you can also personalize your invoices to get the information you need.

 

You're always welcome to comment back below for invoices or QuickBooks-related concerns. I'm here to assist you.

1 reply

R
ReyJohn_DAnswer
January 5, 2021

I've got you covered, @SterkOlivia.

 

The option to auto-update the item description when making some changes on your invoices is unavailable. You'll have to modify it manually to reflect the said changes.

 

For now, you can turn on the auto-recall feature. This way, QuickBooks will remember the transaction information on your invoices moving forward. 

 

Here's how to do it:

 

  1. Go to the Edit menu, and then choose Preferences.
  2. Select General, and then My Preferences. 
  3. Under the Automatically Recall Information section, and then check the Automatically remember account or transaction information box.
  4. Tick the Automatically recall last transaction for this name checkbox.
  5. Click OK when you're ready.

We appreciate your feedback on this one. As we assess this, I'd like to route you to our Firm of the future page. This way, you can keep up with the latest news and product updates.

The good thing is, you can also personalize your invoices to get the information you need.

 

You're always welcome to comment back below for invoices or QuickBooks-related concerns. I'm here to assist you.

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