Thanks for reaching out to the Community, Sales290.
I'm here to provide you the steps to updating the categories on sales invoices you've already prepared. Here's how you can edit them:
- Log in to your QBO account. Go to your left-hand menu and select Sales.
- Click on Invoices to see your list of previously prepared sales invoices.
- Use the search bar or manually scroll to find the specific invoice you want to change. Then click to open it.
- Once the invoice is open, look for the section that details the items or services being sold.
- To change the category, you’ll want to edit the item itself. Click on the item line, and a dropdown or an editable field should appear where you can select or input the new category.
- After making the necessary changes, ensure you click on Save and close or Save and send if you need to resend the invoice to your customer.
I'd also like to share this article for additional reference. Here you can find more information about editing your sales transactions and find Frequently Asked Questions about the topic: View sales transactions in QuickBooks Online.
On the other hand, if this isn't quite what you were looking to do, could you provide more detail or perhaps share a screenshot of what you’re working on? This will help us get a clearer picture, enabling us to assist you more effectively. We want to ensure you're on the right track in managing your transactions.
For future reference, visit these resources to keep track, get better insights, and for a comprehensive overview of your sales data:
- Use reports to see your sales and stock status in QuickBooks Online: This article will guide you on how to leverage various reports to monitor your sales and inventory status.
- Run a sales and member contribution report: This guide details how to generate reports that track sales by member contributions.
Please consider this thread active for providing you additional guidance. I'll just be a comment away, ready to help. Your success is our priority, so please feel free to reach out anytime.
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