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arkvalleyinfo
November 12, 2018
Question

Rather than retype a line item in a new space, how can i move it up or down on invoice

  • November 12, 2018
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

K
KhimG
November 12, 2018

Good day, @arkvalleyinfo.


Welcome to the QuickBooks Community. I’m here to walk you through on how to move an item in an invoice from one line item to another.


You can move an item up or down in 4 easy steps. Here’s how:
1.    Create an invoice.
2.    From the Invoice screen, enter the information needed.
3.    On the Product/Service column, enter the items.
4.    You can move the item by clicking (long press) the Order (square of dots) next to the number line and move it up or down.


By following the steps above, you’ll be able to change the order of the items on your invoice.


That’s it. Feel free to reach out to me if you need anything else. I’ll be around to help. Enjoy your day!

B
BethV
September 5, 2019

Hi,

I want to move a line on an invoice.  I don't see the "order" square of dots.  Is moving possible or only copy, paste and then delete.  When I delete and then try to look at the items again (add time/costs) it get an unrecoverable error and it shuts down.

thank you!

Beth

Rose-A
Rose-A
September 5, 2019

Good day, BethV.

Helping you move a line item on your invoice is my priority. Let's get this sorted out.

 

We haven't received similar issues reported. The behavior you've experienced is probably a browser-related issue. Cache and cookies make the browser easier and faster to use. However, too much of these may affect the browsing performance. 
 

As an initial step, we can start with opening the QuickBooks account in a private browser.

 

If you're able to move a line item on your invoice using the private browser, let's go back to your regular browser and clear its cache.

 

You may find these articles helpful:

 

For account-related discussion, feel free to reach out to our QuickBooks Online Support.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

If none of the steps work, try using a different browser. Please get back to me if you continue to get the same results so I can look further into this. Have a good one.

C
chris mannix
November 10, 2023

Same problem. This appears to have been a problem for years. When isit going to be fixed??

K
KimberlyS
November 10, 2023

Hello there, Chris.

 

Indeed, moving items is more efficient than retyping them in a new space. I'm here to guide you in rearranging your line items in invoices.

 

To clarify the product, are you using QuickBooks Online? If that's the case, you can seamlessly move the item from one line to another. Let me guide you on how.

 

  1. From the Invoice screen, enter all the necessary information.
  2. Proceed to the Product/Service column, then add an item.
  3. On the right side of the item number, click and hold the square of dots to move it up or down.




If the inability to move a line item persists, please utilize a private window to avoid discrepancies related to your browser's cache. You can refer to these keyboard shortcuts depending on your browser:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Shift + Ctrl + P
  • Microsoft Edge: Ctrl + Shift + N

 

Once it works, proceed to your regular browser to clear the cache, which may be corrupted and cause the unusual behavior. Alternatively, you can utilize other supported browsers for a better experience. 

 

It would also be helpful if you could provide us with a screenshot to help identify the issue and its resolution.

 

Moreover, you can personalize invoices to decide what details to display that matter to your business and to enhance your business communication.

 

Please don't hesitate to comment below if you have further questions about manipulating your invoices and other QuickBooks Online-related concerns. I'm always around to help.

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