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RWM_Ryan
January 14, 2021
Question

Changing line item on paid invoice

  • January 14, 2021
  • 1 reply
  • 0 views

I have an invoice from a few months ago, that has long been paid, which contains an item that, at the time, was "special". As such, it wasn't either an inventory or non-inventory item...was simply a special item listed on THAT invoice.  Since then, this item has been added to our "non-inventory" items. Since it's essentially an outlier, it doesn't show up in the report for that specific non-inventory item.

 

So....can I simply change that line item on that old paid invoice from "special" under Product/Service to it's correct Product/Service as a non-inventory item, or does that create other issues?

1 reply

PatriciaT
PatriciaT
January 14, 2021

Hi RWM_Ryan,

 

I'm glad to hear you're taking advantage of QuickBooks Online to easily manage your sales items. Making sure your invoices are accurate helps ensure everything's perfectly aligned in your books. I'll be happy to guide you with this.

 

QuickBooks Online gives you the flexibility to update a Product/Service type or to edit an invoice when needed. By changing the type of an existing Product/Service in your settings, QuickBooks automatically updates every sales forms for you to the new product type. Since you instead created a new non-inventory item, you can, as you said, simply change the line to the new product. Even if you've already filed your return in the program, as long as nothing else is changed in that invoice, you'll be fine.

 

For more on how to manage products and services in QuickBooks Online, check out this useful article: Add product and service items to QuickBooks Online

 

I hope this helps! You're always welcome to stop by if you need anything else. 

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