QBO Simple Start tells me "You and [name] were working on this at the same time. [name] finished before you did, so your work was not saved." every time I create invoice.

ec13 · ‎March 14, 2021

I wish Intuit would stop changing the way the invoice process works. The last 3 invoices I created all gave me the same error. Tried clearing browser cache. Still does it: I create a new invoice for an existing customer. Complete the details. Click the Save and Send button at the bottom. Another screen appears on top of the current screen with a preview of the invoice. I click the Send button. The preview window goes away and now I am back at the invoice detail page, but, the buttons at the bottom STILL say "Save" and "Save and Send". Why are you still giving me this option? I JUST sent the invoice. Didn't I? Having a doubt about this I click the Save button at the bottom so that I can exit the page, then go back to my list of invoices so I can see the history of the invoice. As soon as I click the Save button I get an error message across the top: "You and [name] were working on this at the same time. [name] finished before you did, so your work was not saved." By the way [name] is me. I am conflicting with myself? If I click the X button at the top right, the invoice detail page closes. Now I can go to the invoices page to view my list of invoices. For whatever reason this list is never sorted by date (annoying) so I sort the list, find my new invoice and finally confirm that it was sent, despite the error. I realize the way to avoid getting the error is to NOT click the Save button at the bottom of the page and instead just click the X to close the window. But who in their right mind would NOT click a 'Save' button if it's right there on the screen. Please fix this.

SarahannC · ‎March 14, 2021

Hello there, ec13. I wouldn't like you to be in that kind of situation.

I can see the effort you've exhaust to sort it out. If you have tried working your QuickBooks account in a different support browser, I'd suggest giving it a try. Using a compatible browser with QuickBooks helps us fix unusual behavior. Below are the following browsers that you can use:

Google Chrome
Mozilla Firefox. Note: To preview and print forms on Mac OS, you'll also need the Firefox PDF plugin.
Microsoft Edge
Safari 11 or newer (Mac only)

If the same thing happens, please give us a short call. Our support team will further investigate this matter in a private environment and prompt manner. To contact them, you'll need to log in your QuickBooks account, and follow the steps below:

Within your QBO account, go to Help at the upper-right corner.
In the Search tab, click Contact us.
You'll be asked to enter a brief description of your concern.
Click Continue.
Select Chat with us , Have us call you, or Call us.

For additional information about handling invoices in QBO, please check the links below:

You can go back here if you have other concerns. The Community is always here to help in any way that we can. Stay safe.

SarahannC · ‎March 15, 2021

Hi ec13,

Hope you’re doing great. I wanted to see how everything is going about the invoice when saving it. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

vision2014 · ‎August 15, 2021

Did they fix this?

Infuriating.

Adrian_A · ‎August 15, 2021

It isn't the kind of experience that we want you to encounter, vision2014,

If you already tried the troubleshooting steps shared by my colleague yet, the same thing happens, I'd recommend reaching out to our Phone Support team. Our agents there can do a screen share with you and isolate this issue further.

You can contact them through this link: QuickBooks Online Support.

Feel free to pin these articles that talks about managing invoices:

I'll be around if there's anything that I can help. Keep safe!

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QBO Simple Start tells me "You and [name] were working on this at the same time. [name] finished before you did, so your work was not saved." every time I create invoice.