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August 15, 2022
Question

Invoice Product/Service Order

  • August 15, 2022
  • 1 reply
  • 0 views

Hi, I'm creating an invoice for a client but am running into an issue on the order of product/services listed on our invoices. I am needing them to be placed in a specific order and have manually moved around the items into the correct order, but when I go to view it, the order is completely different and showing by date. I tried attaching two screen shots to show the difference but since I could only add one, it's showing the incorrect order. Any thoughts?

1 reply

JenoP
August 15, 2022

Let's make sure that you're able to create a sales transaction correctly, aReed3.

 

I created an invoice in a similar scenario and the order of items was retained when I opened it back. 

 

Too much cache or other browser issues might have caused the invoice to to follow the service dates. There are a couple of steps I want to share that can resolve common browser issues in QBO.

 

First, switch to a different browser if you have several options on your computer. You can also follow these steps on how to switch to a private or incognito browsing session:

 

  • Ctrl Shift  for Google Chrome
  • Ctrl Shift P for Firefox
  • Control Option +if you're using Safari
  • Ctrl Shift P for Microsoft Edge

 

Second, g back to your account and create a similar invoice. Then, open it again to check if the correct order is saved. 

 

If the line items remained in their assigned order, proceed to deleting your browsing history. Open this links and follow the steps depending on the browser that you're using:

 

 

Don't hesitate to keep us updated if the order of items were saved. We're always ready to help if you need anything else.