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MattHenrys
January 20, 2023
Question

Create an invoice with linked bills that shows items by their sales description rather than purchasing description?

  • January 20, 2023
  • 1 reply
  • 0 views

We're using Quickbooks Online Advanced. Products/services and time are ordered and allocated to projects, when bills are received, the products/services are marked as billable and are available to be added to invoices.

 

When we create invoices, we to add all the items to the invoice, but when the invoice populates, all of the items show their "purchasing description" rather than the "sales description".

 

Is there any way to change this? It's resulting in a huge headache where if we want items to be linked to invoices, you need to basically delete every line one by one, then re-add every single item. Defeats the entire purpose.

1 reply

A
Amanda-B
January 20, 2023

Hey there MattHenrys,

 

Thanks for reaching out to us here. QuickBooks Online Advanced is a great software to have. Making sure you get the support you need is important. I would be happy to point you in the right direction.

 

I feel you'd benefit more by contacting our support team outside of the Community as we would need a bit more information from you. They'll be able to verify your account details in a secure setting, as well as view your screen to better assist you. You can reach them by following one of these methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and Twitter

 

If you have any other questions, feel free to reach out here.

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