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smconry-yahoo-co
June 22, 2021
Question

How do you insert a new line into an existing invoice?

  • June 22, 2021
  • 2 replies
  • 0 views
How do you insert a new line into an existing invoice?

2 replies

Rustler
Rustler
June 22, 2021

An invoice is a final sale and you should not be adding to it, but if you must, just use the next line

R
rvrfrf
June 22, 2021

Thanks for joining the Community, smconry-yahoo-co.

 

You can add new line items to existing invoices by going to their records, then editing them.

 

Here's how:

  1. In your left navigation bar, go to Sales, then Invoices.
  2. Find and click the one you need to edit.
  3. Hit Edit invoice.
  4. Select Add lines.

 

I've additionally included a detailed resource about working with invoices that may come in handy moving forward: Create invoices

 

Please don't hesitate to send a reply if there's any questions. Enjoy the rest of your day!

G
guessfirm
April 16, 2024

I am using Quickbooks Online and it did not have an button to add lines.  I need to insert lines above prior entries.  How may I do it?

    Nicole_N
    Nicole_N
    April 16, 2024

    I'm here to ensure you can add new line items to your invoices in QuickBooks Online (QBO), @guessfirm. 

     

    To insert a line from your prior items, you need to click on the section where you want to insert the additional line. From there, you'll see the green plus (+) button to insert a row above. Hovering over the 9-dot square only rearranges the lines if you need to. See the screenshot below for a visual process.

     

     

    Moreover, if you're unable to do the process above and don't have the Add lines button below, your browser might be causing the issue. With this, I recommend signing into your QuickBooks Online account through a private or incognito window. This approach ensures that QBO pages fetch current information from Intuit's server, avoiding any dependency on potentially flawed, outdated, or corrupted cached data. You can use these keyboard shortcuts to save time:
     

    • Safari: Command + Shift + N
    • Mozilla Firefox: CTRL + Shift + P
    • Google Chrome: CTRL + Shift + N
    • Microsoft Edge: CTRL + Shift + N

     

    After signing in, please go to the invoice page and see if you can already add lines to it. If it works, go back to your regular browser and clear its cache. If not, consider using a different browser to determine if the problem is specific to the one you are currently using.

     

    In addition, you may visit this article to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.


    I'll be around if you have follow-up questions or concerns about adding line items to invoices in QuickBooks. Just hit the reply button below and I'll provide the necessary help.

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