Looking to add one or more lines to an invoice? Assuming you have Quickbooks, this is actually a simple process that should only take a few minutes.
To add a new line to an invoice, log into your Quickbooks account and open the respective invoice. Next, click on a row followed by the green + sign (located on the left). This should create a new line on the row you just clicked. If you wish to add the line to a different row, simply click the appropriate row.
Alternatively, you can add new lines by clicking the final line on your invoice or form. Doing so will automatically add an additional line below the current, final line. You can still add more lines, however, by clicking the “Add lines” button, which is found on the bottom table of the sales form. Clicking this button doesn’t just a single line. Rather, it adds a block of four new lines.
There’s also an option to remove all text and lines from your invoice. If you accidentally entered the wrong information on your invoice, for instance, clicking this button will erase it. Just click the “Clear all lines” button to automatically remove any and all text and lines from the respective invoice.
But what if you want to remove a single line on an invoice instead of all lines? Well, this is another feature that’s supported by Quickbooks. Simply hover your cursor over the row and click the trashcan icon (found on the right). This will delete the row you previously clicked. Keep in mind that you cannot undo a deleted line. So if you happen to accidentally delete the wrong line, you’ll need to go back and recreate it.
Of course, the best approach is to create your invoices correctly the first time, in which case you won’t need to go back and add new lines. Try to get into the habit of double-checking your invoices before creating them. Is the total correct? Is your business’s information being displayed correctly? To whom is the invoice addressed? These are all things you should check, and then double check, before creating an invoice. But if you happen to make an error, you can always go back and add or delete lines by following these instructions.
In addition to invoices, you can also add or delete lines on the estimates, sales receipts, purchase orders, cash expenses, credit card expenses, journal entries and deposits.
Did this tutorial work for you? Let us know in the comments section below!