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LILLIDALLAS
Level 3

Employee Name Missing from Invoices

Before this upgrade, if you created an invoice, the invoice would pull the employee name and insert it into the body of the invoice. It would insert it after the description of the charges (example: Consulting Services - Kim Smith). Now, I only get the following "Consulting Services -" (the employee name should be there after the dash and it's not. The dash *is there.) I have tried every instance in the Content Design. I have spent 52 minutes on a call with a QB rep; her system is also not pulling the employee name. 

17 Comments 17
BigRedConsulting
Community Champion

Employee Name Missing from Invoices

That's either a bug or part of the new and improved and modern design which removes many cumbersome features of the old invoices.  Intuit is sure you don't need those features.

LILLIDALLAS
Level 3

Employee Name Missing from Invoices

Has to be a bug. A) Product/Service code and the description of Product/Service code is all that will populate. So, for example, if you had only 'Sales' listed as your product/service code and you code all of that employee's time to Sales; this QB will create an invoice for you showing 'Sales' and the hours, rate and amount. It will not tell the customer who you are billing for. In my case, I have to now add the employee's name to all of the description boxes in my Product/Service codes. And all time that has already been entered, I now have to edit every single transaction line on the invoice so that it will pick up the name. 

B) Under the gear icon, when you customize the invoice in Content, the option to select the employee name is still there. If they were completely removing the option, they would have removed it.

C) The employee name has always been inserted after the dash mark (ex: Sales - Kim Smith). The dash mark is still appearing on the invoices, just not the employee name (ex: Sales - )

BigRedConsulting
Community Champion

Employee Name Missing from Invoices

OK, then yes it's yet another bug with the new, modern, beta-quality invoices that no one asked for.

LILLIDALLAS
Level 3

Employee Name Missing from Invoices

I'm appalled with this fiasco. I'm pretty sure they just raised prices and now seeing this gigantic mess when everyone is insanely busy for year-end...where is the quality control before a rollout here? 

BigRedConsulting
Community Champion

Employee Name Missing from Invoices

Are you suggesting that releasing huge, destabilizing, beta-quality changes that strip features customers depend on and that no one asked for should be done at some other time than year-end - when business are really busy with increased sales during the holiday season and also trying to clean up and finalize their accounting, and also doing year-end tasks like payroll tax filings? I mean, really? Is there a better time of year?

 

Oh, I know, how about early April, right before taxes are due. Yea, that would be much better.

BigRedConsulting
Community Champion

Employee Name Missing from Invoices

@LILLIDALLAS  RE: where is the quality control before a rollout here?

 

It's rather evident based on the latest updates that Intuit doesn't test their software anymore before they release it. The long lists of bugs reported here just keeps growing - never mind the design errors such as removing a laundry-list of features from the new! and improved!! and modern!!! invoices.

 

Even the name, modern, is rather lacking. What, do you suppose, is a modern invoice anyway?

LILLIDALLAS
Level 3

Employee Name Missing from Invoices

Ha! You make good points. 

Bryan_M
QuickBooks Team

Employee Name Missing from Invoices

We appreciate you for raising your concern here, @LILLIDALLAS.

 

We see how the new feature has been challenging on your end, especially the beta features. 

 

Upon checking on my end, there's no ongoing investigation about this issue. Taking this into consideration, I recommend contacting QuickBooks Online (QBO) chat or call support. They can help you navigate the root cause of the issue and find a fix.

 

Moreover, if they can see that a lot of users are experiencing the same issue, an investigation can be created. Once the fix is found, an update will be sent to your email.

 

Here's how to contact them: 

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either tab to get started:
    • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
    • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
      • Start a chat with a support expert.
      • Get a callback from the next available expert.

 

For future reference, if you want to learn how to personalize and add specific info to your sales forms, you can read this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please come back here if you have additional QBO-related concerns. I'll be willing to lend a hand. Have a good one.  

BigRedConsulting
Community Champion

Employee Name Missing from Invoices

@Bryan_M

RE: Upon checking on my end, there's no ongoing investigation about this display issue.

 

A display issue is when the user interface doesn't render properly.

 

This is not a display issue. It's an issue in that QuickBooks isn't writing the correct data to the sales form, causing the customer to have to do a bunch of manual work they shouldn't have to do, if Intuit hadn't released buggy software to their customers.

klynch1215
Level 1

Employee Name Missing from Invoices

Has there been any update on this?

T Topp
Level 2

Employee Name Missing from Invoices

I've had this same issue and have spent countless hours with QBO help and submitted feedback into the abyss many times with no response. I'm done with Quickbooks because of BS like this and will be looking for a replacement once we're through year end. 

T Topp
Level 2

Employee Name Missing from Invoices

No updates from QBO - this has been an unacceptable product roll out.

T Topp
Level 2

Employee Name Missing from Invoices

Bryan, there needs to be an investigation into this issue immediately. I've spent hours with QuickBooks support and each time, they clearly see this is a software bug that is the fault of QBO. This needs to be resolved immediately. 

Kurt_M
QuickBooks Team

Employee Name Missing from Invoices

Hello there, @T Topp. We'll point you in the right direction to help you request an investigation to determine the root cause of why employee names are missing from invoices inside QuickBooks Online (QBO).
 
Before anything else, know that this isn't the experience we want you to have. We recommend reaching out to our Customer Care Team so they can help you create a ticket. This way, they can investigate this behavior inside the program and determine why it occurs. These are the steps:
 
  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either tab to get started:
  • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
  • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

See this article for more details: QuickBooks Online Support.
 
Additionally, here's an article to help you manage invoice payments inside the program: Record invoice payments in QuickBooks Online.
 
Please don't hesitate to comment below if you need further assistance creating a ticket or have any additional QuickBooks-related queries. We'll be here to help you again. Keep safe.

 

T Topp
Level 2

Employee Name Missing from Invoices

Kurt, If you read the above, you would have seen I've already done this multiple times. For example, please refer to Case: [Removed]. Please provide a satisfactory response as this is not helpful in any way. 

T Topp
Level 2

Employee Name Missing from Invoices

Kurt, Brian, do you have any update on this?

RoseJillB
QuickBooks Team

Employee Name Missing from Invoices

Hi there, @T Topp.

 

I acknowledge the importance of fixing the issue of being unable to see employee names on invoices in QuickBooks Online (QBO).

 

We have now an ongoing investigation about customers being unable to see employee names on the invoices using the new invoice experience. Our engineering team is aware of the issue and it is in the process of being investigated. Since they are working on this internally, please know that we cannot provide a turnaround time regarding their efforts.

 

Moreover, to ensure you'll get an update about the resolution status, I recommend contacting our QuickBooks Support Team. This way, they can add your company file to the list of affected users and provide this investigation number for easy tracking: INV-97162. To reach them, you can follow the steps provided by my colleague above.

 

Also, please don’t forget to take note of their support hours to contact them at the time of your convenience.

 

We appreciate your patience while we’re working on this one. Please know that the Community always has your back if you have additional questions about QuickBooks. I'll be right here to help.

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