Change product / service on invoice line item without deleting description / quantity / rate

This works as designed for QuickBooks, jkabbe.

Changing the product/service items on an existing invoice will remove or change the description, rate, quantity, and others. Thus, keeping the invoice up to date.

You can take note of the invoice details by taking a screenshot. You can use the Snipping Tool on your computer accessories, too. Then use the screenshot as a reference when updating the invoice and reenter the details.

Let me know if you have other concerns. I'll be around.

Has this ever been addressed? The topic says "solved", but that doesn't appear to be the case. This is an even bigger problem when using TSheets, as you can't just add a new line and copy the details, that loses the link to the time entry. It's insane that Quickbooks even deletes the quantity with any change to the product/service. Why would anyone think that resetting my quantity to "1" on a change with no option to override is good logic? It's been over a year and it looks like Quickbooks hasn't bother to implement this change, so I guess they don't care. Perhaps if they used their own software... I only just switched to Quickbooks, though, so if Intuit doesn't care about customer feedback I suppose it's not too late to simply cancel my subscription and go somewhere else.

In preferences, you can change whether custom item information (description) is kept or changed.

1.   From the Edit menu, select Preferences.

2.   Click General from the list, then select the My Preferences tab.

3.   In KEEP CUSTOM ITEM INFORMATION WHEN CHANGING ITEM IN TRANSACTIONS, choose the radio button to Always.

Now, when you go to edit a transaction the custom item information/description will not change if you change the item in any transaction.

I hope this helps!

I finally found the solution: I use QB Premier Plus.

Go to Edit/Preferences/General

Under Keep Custom Item Information When Changing Item in Transactions, you can select Ask, Always, or Never.

I am also ready for this feature to start working correctly.  The product should be able to be changed without deleting all other information.  This has been an issue for several years now, why won't you just fix it?

This is SO FRUSTRATING!! Please listen to your users and fix this issue! PLEASE!!!

This "feature" is awful. I worked in system analysis and design for years, and it's clear to me that a well-intentioned feature was implemented in a way that does not meet the workflow of a large set of your users.

I can understand having a "canned" set of items that you can choose from, but if you're already populated the details there should be the option after the fact to change the Product/Service without it wiping out the rest of the information on the line.

The system could then prompt you to see if you want to save that particular "Product/Service" to the set of canned items, or not.

In our case, most line items are unique and there's not really any value in saving a predefined set of them, which really makes this a double-whammy of useless and inconvenient.

QB says this feature works "as designed".  Actually, there is no use case to delete the description etc.  It is obviously just a bug.  It is inane to claim that it's a feature to "keep the invoice updated".

QB staff keeps saying that "we're here for you". Actually, you're not, and that response is condescending.  This particular bug has been present for years, probably since QBO launched.

We are now reaching the end of 2021 and this issue still does not appear to have been addressed.  It wastes soooo much time every month, when it really needn't.  Please fix it.

Why isn't there a way to select which Product/Service you want to designate at the same time that I'm tracking time entries and writing detailed activity reports in the "Description" section of the invoice? If that was an option, then I wouldn't be sooooo annoyed that changing a Product/Service WITHIN an invoice also deletes my daily activity descriptions and hours and creates an unnecessary amount of work. 

It seems like such a simple fix with TWO OPTIONS for Quickbooks to choose from - allow customers to select the product and service when making a time entry, and/or allow customers to change the product/service on the invoice without affecting any other lines. Oh - a THIRD FIX would be to allow customers the option to REMOVE the product/service column from invoices entirely.

Telling customers to take screenshots and re-input information that was already completed is a huge waste of time and could lead to expensive mistakes. That is NOT a solution!