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Buy nowHow do others handle this issue?
New customer walks in door and you do some work for them. In order to handle, the steps are:
1. Enter new customer information
2. Log time against customer.
3. Log any expenses or supplies against customer
4. Invoice
There are times I may want to do this all at one sitting. But...
A. When I enter the new customer into the system, it may take as much as 15 minutes or longer for the new customer to show up so I can log time against the new customer, to input expenses, etc.
B. When I finally get the customer accepted, or even if it was an existing customer, and I log time, it may take another 15 minutes or longer for an invoice to reflect the new charges against the customer. If I have a long string of charges, time & expenses, and I don't check carefully, I may miss that the latest line items haven't hit the invoice yet.
Right now, I have been waiting 15 minutes for the items to update so I can invoice my client. A(nother) total waste of my time because of a Quickbooks quirk.
Quickbooks tells me the various databases are on different locations, and they are not real time. That was a problem I never encountered with my 2014 Desktop that worked so much better than the Online version.
How do others handle this?
I had the same. What I’ve ended up doing is either batching: enter customers and time, then circle back later in the day to build invoices when I know the data has caught up, or forcing a refresh by removing and re-adding the time/expense to the invoice if it didn’t carry through. It’s clunky, but it avoids missing line items.
A couple of folks I know offload the invoicing step to a simple integration tool, even the free tiers of some apps can sync time/expenses straight into invoices faster than QBO does natively. That way, you don’t sit around waiting for their servers.
Curious if anyone here has found a real instant workaround inside QBO itself, but I haven’t seen one yet.
I understand how the non-real-time syncing in QuickBooks Online’s (QBO) databases can create bottlenecks in your workflow, especially when you need to add a new customer, log information, and invoice simultaneously, schroeder2 and PollNofer. Latency issues can significantly impact productivity, and I’m here to help ensure your day runs more smoothly.
QBO relies on cloud-based databases, which means data has to pass through multiple servers. While this allows you to access information virtually, these delays occur due to cloud processing. The program's performance is also dependent on your device’s processing power, available memory (RAM), and the bandwidth of your internet connection.
To speed up its performance, consider the following:
If the delays continue to slow you down, I’d recommend contacting our Live Support team to see if they can check your account for sync-specific issues.
Please let us know how things go after trying a few of these tips, or if there’s anything else you’d like to explore, such as concerns about invoices, expenses, or customer management. I'm here to help you get back to what matters most: running your business on your terms. Take care.
Speeding up my end will not help your databases sync.
Right now, I am dealing with an issue where the databases have not syncs in 4 days. I made a couple of changes to the time sheets and then tried to print an invoice. The invoice did not include the updates. After wasting 4 hours on the phone with Support on Friday, I was told a manual sync would be requested and check back tomorrow.
Today is Tuesday, and I am now over 30 minutes into calls with your support to no avail, my invoices are still incorrect.
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