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CYCBusiness1526
Level 3

Is anyone else having trouble with updated email addresses (existing Customer:Project) not propagating when creating new invoices? We invoice at the Project level.

I have a possible work around for you with your statements not showing projects. You can copy the project name to the Memo on statement box at the bottom of the invoice. The memo shows up on the statement for invoices.

DavidVall
Level 2

Is anyone else having trouble with updated email addresses (existing Customer:Project) not propagating when creating new invoices? We invoice at the Project level.

CYC...greatly appreciate the information unfortunately the issue we have is that when using the "Projects" functionality for our customers, the email addresses on any new invoices do not reflect the email addresses outlined in the actual Customer profile. 

 

The email address when building invoices for any "Project" will not reflect any updated email addresses entered under the Customer profile and in most cases, the email address on the new invoice  will only reflect a single email address which is the 1st email address outlined within that customer profile.  If there are multiple email address (a 2nd or 3rd), then they do not correctly populate on the new invoice.

 

If you are NOT using the "Projects" feature for your Clients, there are not issues as this software issue is only impacting the "Projects" invoices.

 

Thanks for trying to assist!!!

CYCBusiness1526
Level 3

Is anyone else having trouble with updated email addresses (existing Customer:Project) not propagating when creating new invoices? We invoice at the Project level.

Thanks for your response, David. I was actually trying to reply to secampbe from 5/10/24 about his issues with his statements.

CYCBusiness1526
Level 3

Is anyone else having trouble with updated email addresses (existing Customer:Project) not propagating when creating new invoices? We invoice at the Project level.

I think all of us should get together and get an attorney to file a class action lawsuit against Intuit/QuickBooks for the amount of time we have to waste to make QuickBooks aware of and repair their programming errors!

CYCBusiness1526
Level 3

Is anyone else having trouble with updated email addresses (existing Customer:Project) not propagating when creating new invoices? We invoice at the Project level.

OK, after over two more hours with tier 2 developer and tier 3 engineer, they are going to open a global investigation to get this issue resolved, both the email issue and the terms issue are being escalated to the engineers. I should receive a new case number in a few days; if not, I will be calling back! We have to get this bug fixed!. They even looked at the coding on the console and could see the errors! They had me use incognito in Google Chrome and try different things, but they could see how it wasn't working!

CYCBusiness1526
Level 3

Is anyone else having trouble with updated email addresses (existing Customer:Project) not propagating when creating new invoices? We invoice at the Project level.

My case # is [removed] and the investigation # is [removed] from today 12/12/24.

FishingForAnswers
Level 9

Is anyone else having trouble with updated email addresses (existing Customer:Project) not propagating when creating new invoices? We invoice at the Project level.

@CYCBusiness1526"My case # is [removed] and the investigation # is [removed] from today 12/12/24."

 

Well, at least Intuit is efficient at one task.

secampbe
Level 2

Is anyone else having trouble with updated email addresses (existing Customer:Project) not propagating when creating new invoices? We invoice at the Project level.

At least they only removed the references. When I published my case number they sent me an email to tell me the case had been resolved. It hadn't.

 

Many thanks to everyone that has been reporting this issue - it has a greater chance of being resolved this way.

CrystalD
Level 2

Is anyone else having trouble with updated email addresses (existing Customer:Project) not propagating when creating new invoices? We invoice at the Project level.

Just posting to add that this is still a problem as of today, 12/20/2024. Got a snarky email from a client because the invoice went to a previous email address. The client card is correct but if I try to make a new invoice from the project, it shows the correct email address for a second then changes to the old one. I can't review all email address when invoicing each month. It's insane that this thread is from May and this is still an issue. 

FishingForAnswers
Level 9

Is anyone else having trouble with updated email addresses (existing Customer:Project) not propagating when creating new invoices? We invoice at the Project level.

@CrystalD  "It's insane that this thread is from May and this is still an issue."

 

Oh, they're just getting warmed up.

 

I've lost count of how many threads on here span years, filled with similar statements to yours.

CYCBusiness1526
Level 3

Is anyone else having trouble with updated email addresses (existing Customer:Project) not propagating when creating new invoices? We invoice at the Project level.

When you set up a new project, don't put an email address in the project email. I know it won't help the projects already set up, but will help on the new projects. I received this letter from QB on 12/19/24 regarding this issue:

Hello Jeannine Shaw,


We're reaching out to you about the recent issue you reported: Creating and emailing an Invoice from a Project does not add all email address like when creating an Invoice outside of Projects. Your case (15127672911) is being reviewed, and we'll reach out when new information is available via email.


Here is the latest update:

Engineers are aware of the issue and it is in the process of being prioritized/investigated. Although this is being actively looked at, we do not have an ETA for resolution at this time.

 


Our next scheduled update will be: Fri Jan 03 20:00:00 GMT 2025

If this is not the issue you are experiencing, please contact us with case number 15127672911 for further review.

 

QuickBooks Care Team

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