Solved
We categorise most income by a product or service. We operate a month end closure process, if we have incorrectly assigned the product or service - how do we change it?
It's a pleasure to have you here, @david-treesforli.
We can edit the invoice that has incorrect products/services. We simply open the transactions and edit the products/services.
Here's how:
- Log in to QBO.
- Select the Sales menu on the left panel.
- Choose Invoices and click the invoice that has the incorrect products/services.
- Click the Edit button.
- Make the necessary changes and click Save and Close.
I'm also adding these articles to help manage your invoices in QuickBooks Online:
Feel free to leave a comment below if you have further concerns about changing products/services on invoices. I'll be happy to help you always. Keep safe!
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