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samkauai
December 15, 2023
Question

New invoicing - missing feature when adding time to invoice

  • December 15, 2023
  • 6 replies
  • 5 views

In the new invoicing roll out - it seems you removed two features that I REALLY NEED! Hopefully I'm missing something and someone can help.

 

When creating an invoice, I need to be able to group time and "Add all time" from the service buckets - now the only option is to click EACH entry one by one, which could be 100 clicks! There used to be an option to group time by service or not when adding to an invoice - please fix.

 

Additionally, once the time is added and the invoice is saved, if I delete a time entry, I need to be able to have it unlinked OR NOT. Now the only option is to delete and unlink, or cancel. Ugh. Please fix. 

 

Why do you take features away when you "upgrade"??? It's so frustrating. Can you please put these options back or help with a workaround ASAP? Thank you!

    6 replies

    F
    FateCandylaneTQuickBooks Team
    QuickBooks Team
    December 15, 2023

    Hello there, samkauai. I understand the need to efficiently group or add all-time entries to the new invoice experience. Currently, this option is unavailable in the recent update.

     

    Let me share information when managing customer sales forms and time transactions.

     

    With the latest update, you can manually add each time entry to the current invoice created. Adding them all or as a group is unavailable. To help us improve our features in the program, I recommend sending a request to our software engineers to take your ideas into account and include them in future product updates. To do this:

     

    1. Sign in to your QBO account.
    2. Click the Gear icon at the top, then choose Feedback.
    3. Enter the new features you would like us to add in the description box.
    4. Select Next to submit feedback.

     

    You may visit our QuickBooks Online Blog to be updated about our latest happenings. Through this, you're able to get the newest news, features, and updates about QuickBooks Online and what our Product Care Team is working on.

     

    For more reference, check out this guide to help you receive customer-paid invoices: Record invoice payments in QuickBooks Online.

     

    I appreciate your patience and understanding as we work towards improving our products. Please know I'll be always available in the thread for any added queries when handling sales forms and time entries. Just leave a reply below. Keep safe and have a good one!

      S
      samkauaiAuthor
      December 15, 2023

      That's incredibly frustrating. Removing a previously available feature that saves everyone time. Really?

       

      What about my second question - when you delete a linked time entry, we used to have the option to unlink it or not. Now that option doesn't appear. Did you remove that feature as well?

        J
        JanbonNQuickBooks Team
        QuickBooks Team
        December 15, 2023

        Thank you for your prompt response, @samkauai. It sounds like you've been through an ordeal. I would also feel less amused if a certain function don't work as expected.

         

        Currently, the option you mentioned is only available in the old format of invoices. I suggest switching back to the old interface and using it for now.

         

        If you want to add this feature to the program, I suggest sending your valuable feedback to our product developers. By doing so, you can help us improve our services and make your experience with QuickBooks Online even better. To submit your request, follow the steps below:

         

        1. Go to the Gear icon.
        2. Under the Profile column, select Feedback.
        3. Enter your feedback or suggestions.
        4. Click Next.
        5. Choose Feedback for the category.
        6. Click Send.

         

        Rest assured that our developers will review and consider your feedback depending on the number of requests received. You can also visit our Customer Feedback page to track the status of your product request and get the latest updates from our developers.

         

        Additionally, you can contact our customer support team if you wish to have this investigated further.

         

        Furthermore, you can check this article on how to personalize your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

         

        Let me know if you have further concerns about your time entries. I'm here to provide assistance. Take care.

        J
        Jay Miller
        December 27, 2023

        FYI - Intuit caved and the "revert" to the old layout is back!  Hopefully it remains this way until the new invoice creation process works with QB Time (with the Group time by Service function).

        P
        PDtree
        December 27, 2023

        Wow that is great.  Is there something we need to do to activate the "revert to old invoice'?  I am not seeing the button which disappeared in the upper right corner that was there allowing us to toggle between the new and old.  Thx

         

        I am in QBO essentials 1.22.0

        R
        Rasa-LilaMQuickBooks Team
        QuickBooks Team
        December 27, 2023

        Thank you for joining this thread, PDtree.

         

        I acknowledge your frustration regarding the recent adjustments made to the invoicing system. Losing features that you relied on to efficiently do your work can be challenging.

         

        Essentials users will be automatically moved to the new invoice experience. That being said, you'll no longer have the ability to revert to the old layout.

         

        We can send a request to our engineer to add a tool that enables users to switch between the classic and new template layout in future releases. Follow these steps to share your product suggestions:

        1. Go to the Gear icon in your company and select Feedback under Profile.
        2. Enter your comments and product suggestions.
        3. Click Next to submit.

        Keep up to date with the latest product advancements and gain valuable business knowledge from QuickBooks by checking out the QuickBooks Blog. For a more comprehensive understanding of changes made to sales forms, handling customer payments, and customizing the appearance and information of your templates, refer to the links provided for detailed information:

         

         

        Should you require any additional support with customizing your invoices and other sales-related tasks, please leave a comment below and tag my name. I am more than willing to assist you. Have a great day, PDtree.

        P
        PDtree
        December 28, 2023

        My workaround (not a good one but all I could think of) is to not track time in a separate piece of software and add in all the hours on a single day when creating the invoice for each customer.  This means that on the last day of the month it appear that maybe 40+ hours were worked by one person on one job, an then that same person worked 40+ hours that same day on a different job, but at least the services get aggregated for a clean invoice vs every distinct 30 minute (or whatever) task being listed individually.

         

        I understand this is awkward and so much more prone to errors and harder to audit.  It is just the best I could come up with if this feature is not restored by QBO.  Interested in any other workarounds people have generated.

        J
        JuliaMikkaelaQ
        Level 2
        December 28, 2023

        Thanks for getting back to us, @PDtree. Let me share some details about submitting feedback.

         

        Submitting feedback multiple times helps emphasize the importance of certain requests. It can demonstrate the collective urgency and significance of the matter at hand.

         

        On the other hand, I can't directly submit feedback on your behalf. However, I can assure you that your suggestions and input are highly valued. I'll take note of this to ensure that your voices are heard. 

         

        Moreover, I appreciate you sharing your workaround to resolve this issue here in the thread to help others have another alternative option to elevate this matter. 

         

        Additionally, I'll attach an article to generate a Transaction List by Customer report or other reports available in QuickBooks to have a snapshot view of your business finances: Run reports in QuickBooks Online.

         

        You can always reach us if you have other questions or concerns with managing your invoices and other QuickBooks-related stuff. We'll always be here to extend our hands to help you out. Have a wonderful day!

        V
        vetri
        January 2, 2024

        Please bring back the group time feature on invoices. It is critical to business. My clients don't want to see every day listed as seperate line items.

        What is the reasoning behind this removal of feature? It is not an improvement and setting us back critically.

          V
          vetri
          January 10, 2024

          Has there been any update from quickbooks product team? I submitted feedback through the gear icon but no response whatsoever 

            S
            SheandLQuickBooks Team
            QuickBooks Team
            January 10, 2024

            Hello there, @vetri. 

             

            I can see the importance of being updated on the feedback you've sent since this will help you and your company's workflow. Please be assured that our product team understands and considers your feedback thoroughly. Although they may not respond individually, they're dedicated to use your valuable insights to enhance our product and provide our customers with the best possible experience.

             

            While waiting for updates, I suggest visiting this website since it provides a comprehensive overview of the status of your requests and ensures that you stay up-to-date with any  developments.: https://feedback.qbo.intuit.com/

             

            Furthermore, you can check out this article for more information about receiving customer-paid invoices.: Record invoice payments in QuickBooks Online.

             

            I appreciate your patience in this matter, and if you have further questions about the requests you've made, don't hesitate to get back to this thread.

            D
            Dru_Nasty
            January 12, 2024

            Agree 110% with the absurdity of these updates. These are just a few of the issues with the "new and improved" invoicing, I won't even go into why they're adding buttons to generated pdf's. QB needs to go back to the original invoicing features or get a better UX/DEV team or some type of dev ops team that listens to customer needs and feedback. Not to mention the app is just more and more buggy. Been a user for a decade but i think it's time to move onto another solution.

              D
              Dru_Nasty
              March 6, 2024

              I'm ready to move my 2 QB online accounts to another provider. This is just ridiculous. 
              Unless there's any changelog coming that addresses this issue. Though it's only one of the many bugs with this software.

                L
                lgosolutions1
                May 24, 2024

                I am following your thread to see where you go.  I am researching other companies for my personal set of books.  I can't move clients but the time entry feature is the breaking point for my companies.

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