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M
MPSC
May 5, 2024
Question

New issue with using tab key to move through invoices

  • May 5, 2024
  • 2 replies
  • 0 views

With the new update, when we tab through invoice fields, instead of adding a new line (as it used to) it kicks the cursor out of invoice and down to the "Add lines" gab. This is a workflow disruptor. Anyone know if this can be changed?

    2 replies

    R
    Rea_M
    May 5, 2024

    We appreciate you bringing this matter to our attention, MPSC. We want to ensure this matter is addressed quickly so you can tab through invoice fields accordingly in QuickBooks Online (QBO).

     

    For the time being, we've received similar cases where users like you encountered an issue (cursor goes to the bottom part instead to the next line) using the Tab key when creating invoices. 

     

    With the new layout, you need to press the Tab key twice (after entering the details of the previous item) to add a new line item. 

     

    In keeping with this, I'd recommend contacting our Customer Care team so they can gather more details and come up with a fix. To do this, here's how:

     

    1. Go to the Help (?) menu.
    2. Select the Search tab.
    3. Click the Contact Us button.
    4. Select a topic in the What can we help you with? section.
    5. Choose a way to connect (Have us call you or Chat with us).

     

    Once fixed, you can check out this article to guide you in receiving invoice payments in QBO: Record invoice payments in QuickBooks Online.

     

    I'll be here in the Community to provide a prompt response in case you have other concerns about managing invoices and sales transactions in QBO. Please don't hesitate to leave a reply below. Have a good one. 

    M
    MPSCAuthor
    May 6, 2024

    Thank you for responding. In regards to this:

     

    With the new layout, you need to press the Tab key twice (after entering the details of the previous item) to add an additional line item. 

     

    I'm unclear what you mean by "press the Tab key twice". If I press the Tab key after finishing the line, it jumps out of the invoice and to the "add lines" button. If I press it again (twice) it just jumps to "clear all lines" button. And so on. It just keeps going through all the other buttons and fields outside the invoice. In other words, pressing the tab key twice doesn't add an additional line item.

     

    Again, thank you for taking the time to respond. If you have additional advice I welcome it. In the meantime I have already engaged with Customer Cares and Quickbook Cares. So far that process hasn't been helpful, but I'll keep trying.

     

      R
      RikkiMaybe
      July 17, 2024

      I am having the same issue beginning today (July 17, 2024).  This lost feature of tabbing to add additional lines is slowing down my invoicing process by more than 50%.  Please fix this, Quickbooks!

        C
        CH01923
        July 19, 2024

        QUICKBOOKS - We are also experiencing the same issue since update earlier this week. (around 7/16/2024) It take twice as long to create an invoice, the "tabbing twice" trick doesn't work and I like the other spend more time having to create lines or go back and retype everything as it skips to the bottom of the invoice. As another user stated it has cut productivity in HALF. This feature WAS working JUST FINE- Cant understand how the update was an improvement???  Quickbooks-Please undo the update if this cant be fixed.  Your suggestions thus far as not productive. We know how to add a line item, we NEED the TAB over to auto generate the next line item. For those of us that create multi line invoices (line items that cant be duplicated) all day, every day and for every invoice this is a vital feature that you've removed for an unexplained reason.

          T
          TeleToast
          July 19, 2024

          Work flow disrupter - this is one of a gazillion! If we ran into one of these every once in a while it wouldn't be a big deal but every little task has a new work flow disrupter every time I log in. I CAN'T GET ANYTHING DONE! On my invoices, sometimes the line item rate just disappears after I enter it in. Some line items show the price with two decimals some won't even if you add them. On Sales Tax Adjustments, sometimes I can enter a negative amount sometimes I can't, sometimes it won't even unlock the "reason" drop down so I can't even access the adjustment. On estimates the text box for the line item description now requires you to do a pre-click before you click to edit or it automatically selects all the text in the box and then deletes with your start your edit requiring a ctrl z and redos. Sometimes templates are deleted out of the blue. Sometimes templates malfunction and they tell you ah yes we made some "improvements" you need to delete your template and make new ones (so all my pending estimates are dysfunctional?) They re-invent the wheel everyday forcing to ride with square wheels one day and then triangle wheels the next.

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