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August 22, 2022
Solved

Can you add the product/services fields to journals in QuickBooks? How can you correct a mis-posted invoice that has the wrong product or service?

  • August 22, 2022
  • 1 reply
  • 0 views
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?
Best answer by Rubielyn_J

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:

 

  1. Log in to QBO.
  2. Select the Sales menu on the left panel.
  3. Choose Invoices and click the invoice that has the incorrect products/services.
  4. Click the Edit button. 
  5. 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!

1 reply

Rubielyn_J
August 23, 2022

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:

 

  1. Log in to QBO.
  2. Select the Sales menu on the left panel.
  3. Choose Invoices and click the invoice that has the incorrect products/services.
  4. Click the Edit button. 
  5. 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!