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lupinecase
April 28, 2024
Question

Invoices

  • April 28, 2024
  • 2 replies
  • 0 views

In new format, I cannot find how to add a service in between already invoices services.  Before I would add the plus sign in the already listed services and a new row woudl appear.  Not now.  even hitting the dots on the left side didn't help.  I have invoices due Tuesday Please HELP!

2 replies

F
FateCandylaneT
April 28, 2024

I want you to have a seamless process when completing tasks in your QuickBooks Online account, lupinecase.

 

With the new layout interface, the ability to insert a line item between existing items is unavailable. While this functionality isn't supported in the modern experience, users with Plus or Advanced subscriptions have the option to switch back to the old layout.

 

However, for customers with a Simple Start or Essentials subscription, reverting to the old layout is not an available option.

 

As a workaround, you can add new items to your existing invoice and drag the dots icon to rearrange them according to your preference. To do this:

 

  1. In your existing invoice transaction, add a specific Product/Service item at the bottom.
  2. Hold and drag the dots icon from the left side to rearrange the items.

 

 

Once everything looks good, you may want to track and enter customer-paid invoices and run specific reports to help review your business finances.

 

I'll always be around on this thread if there's anything else you need further assistance with when managing receivable workflows in your account. Just keep me posted below, so I can back you up. Stay safe and have a good one.

V
valerie5
April 29, 2024

Yes, I have this issue as well in the new invoicing, you cannot insert a line.  You can't add blank lines and then choose a service.  I don't see any way to add a line?  You are asking us to rearrange them, which I can do, but how do we get a blank line?

 

Also, when you are invoicing off "time charges" and select "add all" they are entered backwards, with the newest at the top.  

 

There are a LOT of bugs with the new invoicing, hopefully QB can sort them out soon.

 

 

R
rvrfrf
April 29, 2024

Thanks for getting in touch with the Community, valerie5.
 

With your new invoicing layout, you can add lines by clicking the current line you're on.
 

I've included an image showing my experience:
 

 

In regard to invoicing time charges, I can certainly understand how an ability to choose what order they're entered in could be useful and have submitted a suggestion about it as of today.
 

You can also submit your own feature requests while signed in.
 

Here's how:

 

  1. Use the Gear icon, then go to Feedback.
  2. Enter your suggestion(s) in the Have feedback? window.
  3. If necessary, attach a file with your Camera icon.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
 

I'll be here to help if there's any additional questions. Have a great Monday!

S
SpinksDV
May 22, 2024

You are simply adding in blank lines for products or services to be added.  They will not stay once the invoice is saved and printed if they are left blank.  We recently migrated from QB desktop to online and it has been very challenging for us to workaround all of the missing features.

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