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modwattage
Level 2

There have been recent changes in QBO that have negatively affected workflows- now can't edit time entry notes, billable status or customer after approved - help!

I'm unable to change the billable status selected on time entries weeks ago for jobs that later didn't materialize or were canceled.  I can't get rid of that "billable time" assigned to the customer.  I also can't change the customer if it is found later that the time entry should have gone to Project A v. Project B for a particular customer.   Employees also sometimes don't include enough detail in their notes, so once approved, I can't edit them for correlation on the invoice.  I've also noticed bugs in adding time to invoices - sometimes the time entries duplicate, etc.   Anyone else experienced the same or know how to roll back to a previous version that works?
8 Comments 8
MJoy_D
Moderator

There have been recent changes in QBO that have negatively affected workflows- now can't edit time entry notes, billable status or customer after approved - help!

I can help you with resolving the error you're having with your workflow, @modwattage.

 

The error you're having with your workflows can be caused by the piled-up cache in your regular browser. It stores temporary internet files from your browsing history. As it collects too many files, it can cause performance issues in your account.

 

I've got some steps to help fix this issue. First, sign in to your QBO account using a private browser. This helps isolate the issue since it doesn’t store data in the cache. Here are the following keyboard shortcuts: 

 

  • Safari: Command + Shift + N
  • Mozilla Firefox: CTRL + Shift + P
  • Google Chrome: CTRL + Shift + N
  • Microsoft Edge: CTRL + Shift + N

 

If it works, here's how to clear cache and cookies to fix issues when using QuickBooks Online. Restart your browser right after. You can also try to log in to your account using other supported browsers (Firefox, Google Chrome, Safari, Microsoft Edge) if the steps above didn’t work.

 

Here's also how you can create custom workflows to send reminders to your customers or internal team.

 

Let me know if you need further help with your workflows and or anything else. I'm always glad to help in any way I can. Have a great rest of the day!

BrookeMäki
Level 2

There have been recent changes in QBO that have negatively affected workflows- now can't edit time entry notes, billable status or customer after approved - help!

We are having the same issue - we need to modify rates assigned to each entry along with changing billable status. I'm missing an entire day of work to deal with this as I'm unable to modify these entries and invoice, currently on hold with QB Time customer service after going in circles with QBO customer service... this platform is consistently failing customer needs, making nonsensical updates, and the responses reflect no familiarity with product function whatsoever. This issue will make QB unusable for us.

BrookeMäki
Level 2

There have been recent changes in QBO that have negatively affected workflows- now can't edit time entry notes, billable status or customer after approved - help!

This is of no help whatsoever and does nothing to address the issue.

QueenC
Moderator

There have been recent changes in QBO that have negatively affected workflows- now can't edit time entry notes, billable status or customer after approved - help!

Hello there. I'm sorry to hear about the frustration you're experiencing with the issues you've encountered while trying to modify rates and change the billable status in QuickBooks. It sounds like this situation has caused significant disruption to your workday, and I understand how frustrating it can be when you're unable to complete essential tasks efficiently. 

 

However, for me to be able to assist and provide you with an appropriate solution, I'd like to ask for more details of your concern. This is for me to provide a better and more accurate resolution. Did you encounter any error messages when trying to edit the rates assigned and billable status? Any additional info such as screenshots will be much appreciated. Be sure to filter any confidential information.

 

Once everything is settled, you'll want to utilize this article for guidance in running your payroll seamlessly: Create and run your payroll in QuickBooks Online

 

I want to let you know that we're in this together. The Community Team is always here to ensure that you'll get enough assistance when completing QuickBooks-related tasks. I'll be waiting for your reply and as always, please don't hesitate to leave a comment below if you have any other questions about managing time entries in QuickBooks Online We're always ready to back you up. Keep safe. 

modwattage
Level 2

There have been recent changes in QBO that have negatively affected workflows- now can't edit time entry notes, billable status or customer after approved - help!

I started noticing changes in the GUI about a month ago.   First the unbilled expenses view changed and was made much harder to decipher, now this.  I'm literally stuck and unable to bill properly as some time entries are categorized as part of an initial scope of work and later found to be a change order and need to be assigned to a different "project" for the same customer.   And let's face it, sometimes employees make mistakes on their timesheets.    Two days ago I had to go in and "unapprove" entries so I could make edits, but then I had to remove that employees time entries for other jobs that had already been invoiced so the edited entry would "sync"... then back to edit all other unrelated invoices to add time entries back to invoices that had already been billed.     I'm definitely going to either miss billable time, or make mistakes through all of these edits, resulting in a customer calling me out for changing something they've already viewed or even paid!   What a mess- about to go to paper time sheets and skip the quickbooks workflow altogether.   What a waste of time and money. 

 

QBO- how about a simple "EDIT" function on time entries that have already been billed ???????  

Anonymous
Not applicable

There have been recent changes in QBO that have negatively affected workflows- now can't edit time entry notes, billable status or customer after approved - help!

I appreciate you for keeping us posted with your concerns about billable expenses and the application’s interface, @modwattage.

 

Please know that this isn’t the kind of experience that we want to have when using the application. I can see how time-consuming it is for you when amending your employee’s time entries in QuickBooks Online (QBO).

 

Moreover, the effort you exerted to get around your situation is much appreciated and noted on our end. On the other hand, the option to edit billed transactions is unavailable due to its status and also to avoid any discrepancies in the future.

 

Additionally, I can see how this can be beneficial to you in using the application more conveniently. In this regard, I recommend you convey the feedback to our product engineers so they can take it into account while they consider your ideas. By doing this, we can understand the features that business owners need to use the product easily. This is how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter a brief description of your product suggestion.
  4. Click Next to submit feedback.

 

Furthermore, I added an article for your reference in recording billable expenses: Enter billable expenses in QuickBooks Online.

 

I’m all ears and willing to help you with any QuickBooks concerns you may have here.

BrookeMäki
Level 2

There have been recent changes in QBO that have negatively affected workflows- now can't edit time entry notes, billable status or customer after approved - help!

Exactly. I spent most of my afternoon yesterday on hold with customer service but one representative took the time to diagnose: this was part of an update associated with Payroll, there is no work-around, and the only way to make any adjustment to a time entry is to unapprove the timesheet, edit there, and re-approve/sync. Which as you've seen, impacts payroll. This eliminates our ability to use the product and now I need to determine how to track time outside of QB for both invoices and payroll... this is disastrous. And made even more frustrating by the Chatbot/AI responses QB provides here lol. So according to what I've learned yesterday, this change is permanent and won't be remedied, make your decisions accordingly.

modwattage
Level 2

There have been recent changes in QBO that have negatively affected workflows- now can't edit time entry notes, billable status or customer after approved - help!

It looks like they might have rolled-back time entries to the previous version! I was able to make edits to entries tonight like I did before.   Are you seeing the same thing?

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