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LILLIDALLAS
December 19, 2023
Question

Employee Name Missing from Invoices

  • December 19, 2023
  • 1 reply
  • 0 views

Before this upgrade, if you created an invoice, the invoice would pull the employee name and insert it into the body of the invoice. It would insert it after the description of the charges (example: Consulting Services - Kim Smith). Now, I only get the following "Consulting Services -" (the employee name should be there after the dash and it's not. The dash *is there.) I have tried every instance in the Content Design. I have spent 52 minutes on a call with a QB rep; her system is also not pulling the employee name. 

    1 reply

    BigRedConsulting
    BigRedConsulting
    December 19, 2023

    That's either a bug or part of the new and improved and modern design which removes many cumbersome features of the old invoices.  Intuit is sure you don't need those features.

      L
      LILLIDALLASAuthor
      December 19, 2023

      Has to be a bug. A) Product/Service code and the description of Product/Service code is all that will populate. So, for example, if you had only 'Sales' listed as your product/service code and you code all of that employee's time to Sales; this QB will create an invoice for you showing 'Sales' and the hours, rate and amount. It will not tell the customer who you are billing for. In my case, I have to now add the employee's name to all of the description boxes in my Product/Service codes. And all time that has already been entered, I now have to edit every single transaction line on the invoice so that it will pick up the name. 

      B) Under the gear icon, when you customize the invoice in Content, the option to select the employee name is still there. If they were completely removing the option, they would have removed it.

      C) The employee name has always been inserted after the dash mark (ex: Sales - Kim Smith). The dash mark is still appearing on the invoices, just not the employee name (ex: Sales - )

        BigRedConsulting
        BigRedConsulting
        December 19, 2023

        OK, then yes it's yet another bug with the new, modern, beta-quality invoices that no one asked for.

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