Invoice Update Issue

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. 

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.

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:

1. At the upper right corner, click the Gear icon.
2. Under the Profile, select Feedback.
3. Enter your comments or product suggestions.
4. 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:

1. Go to Help.
2. Select the Search tab, then choose Contact Us.
3. Type in your issue or concern in the field.
4. Hit Continue.
5. 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.

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.

Did you ever find a solution to the project name not showing on the invoice? I noticed it was missing a couple weeks ago, but just finally reached out yesterday and after 3 hours the best solution I got was to create a "project name" field to display on the invoice, which I already had figured out on my own 3 years ago before projects were a thing. I don't want to type in each project name on the invoice if it is already being created under that project already. That defeats some of the purpose of the project categorization. My customers are used to seeing the project name in bold up near the top and they shouldn't have to go searching to see what project they are being billed for each time. 

Thank you for joining this conversation, al. I appreciate your willingness to engage and contribute to our discussion about managing projects in sales transactions. I understand how valuable this functionality is for your business, and I'm here to provide information on the options available for customizing your invoices.

You can change the Bill to address as the project name instead or use the Custom field feature. This way, you can still track your sales activities and help your clients identify the project they are being billed for.

While the option to show the project name when printing and emailing invoices isn't available, I suggest you consider submitting a feature request directly to our Product Development Team. By doing so, you can voice your needs and potentially influence future updates to the software. Your input could be instrumental in shaping the direction of the product, making it more aligned with your business needs and those of other users who might benefit from this functionality. 

I'll show you how you can send one: 

1. Locate the Gear icon.
2. Under Profile, choose Feedback.
3. Enter your feedback suggestion.
4. Hit the Next button.
   

You can stay up-to-date with the latest news about product enhancements by reviewing Intuit's Product Updates webpage.

Remember, al, many of the best features in software products often originate from user suggestions, so your feature recommendation can make a significant difference. I remain prepared to assist in managing projects in QBO. If you have any additional inquiries or require clarification on this topic, please feel free to share them by commenting below. I will promptly address your concerns as soon as possible, ensuring you receive the guidance you need.  

I appreciate your response. However, I have only ever used QBO and this is a feature that was available up until a couple months ago. I have the invoices in my email to show that it was there, however, if you pull up those same invoices from QBO now, you will not see the project name listed anymore. It appears to be a feature that was either inadvertently turned off by me or it was discontinued on the QB side. In my searches I have found that this was a very high demand feature that QBO customers were looking for, I'm disappointed to see that it is no longer available after such a short time. As a subcontractor business, we often get multiple jobs from the same companies, it's important that we are able to differentiate which job we are billing them for.