Question

Invoice Update Issue

Forum|Forum|2 years ago
May 24, 2024
2 replies
0 views

Since the invoice update we have several areas that are not working with the new customer invoice. I tried switching over to the new invoice template and it is doing the same thing. We use QB online and I am working out of two different companies with the same issues.

1. The attachments from bills and expenses are not migrating over to the invoice like they used to. In the past when I created an invoice for a customer and added the bills and expenses marked billable a list of attachments at the bottom of the invoice were automatically generated. This is not happening now.

2. The transaction dates are blank on the invoice.

3. We have different projects set up for a customer and the invoice used to list the project and then group all the bills and expenses for that project then give a total for the project. Now it is a jumbled up mess. Everythng is listed with no mention of a project.

Any help would be appreciated. This is really

QuickBooks Online

J

Jelayca V

QuickBooks Team

Thanks for reaching out your concerns to us, nutsfornuts. Let me share some information regarding the matter at hand.

In the new invoice experience, the ability to automatically generate a list of attachments from bills and expenses marked as billable and add them to the invoice is currently not available. This means that if you want to include attachments related to billable expenses on an invoice, you’ll need to add each attachment manually.

As for the transaction date, if you are referring to the invoice date, you can find that information in the top section of the invoice. However, if you have a different date in mind, please provide more details so we can assist you better.

Regarding your third question, when you convert a transaction to an invoice, the project name will be reflected. If this is not happening in your case, it could be a browser-related issue.

You can try accessing your account through your browser's incognito mode or clear the browser's cache to resolve any common errors. You can also use a different supported browser to see if the issue persists.

Google Chrome: Ctrl + Shift + N
Mozilla Firefox and Microsoft Edge: Ctrl + Shift + P
Safari: Command + Shift + N

Alternatively, you can clear the browser's cache to eliminate common errors that may hinder the application from working properly. Clearing the cache will reboot the system, allowing you to work with a clean slate. You can also use other supported browsers to see if the issue persists.

Furthermore, if you want to create templates for recurring transactions like recurring expenses, you can refer to this article for more information: Create recurring transactions in QBO.

Keep us posted if you have further questions about managing invoice in QuickBooks Online. I'll be of help. Best regards.

N

nutsfornutsAuthor

HI Jelayca V.
Thank you for your response.
The dates I am referring to are in the body of the invoice on each charge line. The heading says service date.
Regarding the projects not showing on the invoice, I have tried clearing the cache and using three different browsers. I have also tried the incognito mode and nothing helps.This is important to our business. Could something have changed in the account and settings company set up when they did the update?
On the attachments do you have any idea when this will be added back? This was a huge time saver for us. It's a lot of work to manually attach 30 different bills to an invoice and do this for 20 different customers.

Clark_B

QuickBooks Team

I appreciate you for returning to this thread and providing an update about your concern, @nutsfornuts.

Allow me to help and provide information about the invoice issue in QuickBooks Online (QBO).

To prevent the service date from showing as blank on the invoice, I suggest ensuring to click on the specific date on the service date. You can also refer to the screenshot below:

Additionally, we currently don't have a specific timeframe for automatically generating a list of attachments and adding them to the invoice to be available again in QuickBooks. However, I encourage you to share your thoughts and suggestions through our feedback channel. Our product developers are open to suggestions to improve our products and meet our customer's business needs.

Here's how:

At the upper right corner, click the Gear icon.
Under the Profile, select Feedback.
Enter your comments or product suggestions.
Then, select Next to submit a feedback.

If you're experiencing issues with projects that aren't showing on the invoice, I recommend reaching out to our support team. This way, they can further investigate what's causing this problem and provide possible solutions to address your concerns. You can contact our support team by following these steps:

Go to Help.
Select the Search tab, then choose Contact Us.
Type in your issue or concern in the field.
Hit Continue.
Click the Chat or Callback option.

For reference, you can check this article: QuickBooks Online Support

I'll also add this article to guide you when reconciling your accounts so they always match your bank and credit card statements: Reconcile an account

Thank you for your patience and understanding as we strive to enhance your experience with QuickBooks Online. If you have any concerns about the invoice update issue, please tag me in the comment section, @nutsfornuts. I'll assist you in any way possible.

N

nutsfornutsAuthor

Hi Clark,

Thank you for your response. I did as you recommended and have left feedback several times over the last couple of weeks. I have also spoken with tech support today (and several other times) and they were no help. They basically took the information and said they would pass it on to the software engineers. You have no idea how frustrated I am with this situation and how much time I have wasted on it.

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