From the course: QuickBooks Online Tips and Tricks
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Add, delete, and copy transaction lines
From the course: QuickBooks Online Tips and Tricks
Add, delete, and copy transaction lines
- [Narrator] If transaction lines aren't correct or need to be a rearranged, you can add new lines, delete a line you no longer need, or move lines to another location. I'm going to go up to the top left and click +New and choose Invoice. I'll choose one of my customers and I'm going to add some lines to the table in this invoice. I'm going to start with some solar panels. I fill in the quantity and I choose the class, then I'm going to add an inverter. I'll use the 4K. I add the quantity, and again the class. I'm also going to add a backup battery. And finally, I'm going to add installation. Now I'm going to scroll down a little bit so I can see the entire table. Let's start by adding a subtotal to the rows in this table. And the way you do that is to click the button Add Subtotal. And when you do that, it just adds it to the next row. And I want this subtotal to represent products, so I really want it to be above the…
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Select dates with keyboard shortcuts2m 18s
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Other QuickBooks Online keyboard shortcuts2m 1s
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Add, delete, and copy transaction lines2m 41s
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Automatically prefill transaction content2m 24s
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Attach documentation to transactions2m 33s
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Send emails automatically5m 4s
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