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Good day,
I'm glad to see you posting here in the Community. I can clarify things about adding time entries to invoices in QuickBooks Online.
The system is designed to follow the details of the timesheet from the time it was converted to an invoice. You'll get a prompt stating that modifying the timesheet doesn't update the associated transaction.
As a workaround, update the product or service manually on your invoice. I've included some screenshots for your visual guide:
Also, personalizing the appearance and layout of sales forms is a simple yet effective way to enhance your business' communications. Here's a link to a quick guide to make the process easier for you: Customize invoices, estimates, and sales receipts in QuickBooks Online.
That should do it! Click the Reply button anytime you have additional questions about managing invoices. We're always available in this space.
Thank you for your response, however it is not a fix for my situation. I am talking about changes to the time record before bringing it over to an invoice. All I have done is create a time entry, save it, then go back to change it & save it. Then when I want to convert to an invoice, the time record in the invoice is the old data, but when I click on the link to open the record, it is showing me the newly saved data.
I've seen this QB behavior and the same error. This is a serious validation bug (amongst others related to Time Entry and Invoicing). The user enters time, goes back and modifies it and saves it, then days later creates an invoice and the invoice imports the old, erroneous time data. -Or worse yet, the time entries are omitted from the invoice all together. In other words, you record billable time that never gets added to your invoice. It's a catastrophic QuickBooks problem for a small business. Getting QB to acknowledge it and fix it is simply met with suggestions to upgrade to the higher priced time entry app. Shameful.
This isn't the experience we want you to have when converting the billable time entries to invoices, Ken.
Let me make it to you by ensuring this gets sorted out.
In QuickBooks Online (QBO), the changes made to your billable time entries will automatically reflect once you convert them to invoices. Since you've encountered the opposite, I recommend logging out and logging back into QBO. Doing so refreshes your account so the updates will take effect.
If the issue persists, I suggest accessing your account using a private window. This way, we can determine whether this is a cache-related issue. The browser you regularly use utilizes cached data to load web pages faster. However, too much cache can impact the appearance and functionality of the program.
An incognito mode helps us verify the issue since this doesn't save any files. Here are the keyboard shortcuts:
After logging in, check if the changes show in the invoice. If so, clear the browser's cache. It'll delete all the data from your browser and optimize its performance. Using other supported browsers also helps us verify if this is a browser-specific issue.
If none of these fixes the issue, I suggest contacting our QuickBooks Support Team. They're equipped with tools to check the cause. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.
Finally, run the Unbilled Time report to review the entries you need to convert to invoices to ensure your books match your real-life record. To do so, go to Reports and type in the name of the reports. Then, modify the filters to generate the correct data.
I'll be around if you need more help converting billable time, emailing invoices, or tracking payments. Keep me in the loop by clicking the Reply button. I'm always ready to assist you.
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