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El Contador
May 21, 2024
Question

Bills now ruined

  • May 21, 2024
  • 1 reply
  • 0 views

So not entering the bills is now updated to the new and unimproved system.  This is a step backwards.

 

Just like customer invoices, my tags and my attachments are not carrying over from the purchase order to the bill.  Why are you making me re-enter all of this data that was already entered and attached on the purchase order.


Who is designing this?  They are actively making it worse.  You couldn't possibly accidentally make it this bad. 

 

What designer is asking how they can make more work for the user?

 

Absolutely horrible.  Fix this already.

    1 reply

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    Erika_K
    May 21, 2024

    Thank you for raising this concern, El Contador. Allow me to share some details about linking Purchase Orders to Bills. Let's work together to ensure you can get the most out of QuickBooks. 

     

    When converting a Purchase Order into a Bill within QuickBooks, any customizations or additional information you have incorporated into the Purchase Order, such as tags or attached files, will not be automatically transferred to the resulting Bill. Nevertheless, we would love to have this option in QuickBooks Online. In this case, I recommend you submit a feature suggestion directly to our Product Development Team. Your input will be considered and evaluated for potential implementation in future updates or releases. 

     

    Here's how: 

     

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

     

    To remain informed about the most recent advancements and improvements made to the QuickBooks software, you can visit Intuit's Product Updates webpage.

     

    Remember, El Contador, I'm here to support you every step of the way. Feel free to reach out whenever you have questions or need assistance managing your PO and Bill options. Don't hesitate to share your concerns, and I'll do my best to address them. 

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    El ContadorAuthor
    May 21, 2024

    Under the old system this was a feature, the tags and attachments automatically moved from purchase order to bill or estimate to invoice.  I don't understand why this is no longer a feature.  I have to check my source documents which takes time, and re-enter all of the tags, which takes time.  

     

    This is so frustrating how can your engineers think that this time saving feature needed to be removed?  I have left feedback but I am just disappointed by the complete lack of thought that went into these changes and how much of my time it's wasting.  Why is this incomplete update even on the platform?

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