Question

New Invoice Experience - Summary Bills and Linking Time

Forum|Forum|2 years ago
December 19, 2023
3 replies
0 views

The New Invoice Experience sucks in that it limits customization, forcing me back to an old layout where I was able to summarize all of my time entries into a single line for a description of the professional services provided. To get rid of excess lines, I had to delete them, which is unlinking them. This leaves those time entries showing as unbilled, which they are not. Is there something behind the scenes where I can link them to the invoice???

Otherwise this will completely mess up my unbilled time reporting and analysis on project productivity.

This is not helping my business, Intuit, and whomever you have designing this stuff isn't being very INTUITive about your users needs!!!

M

QuickBooks Online

S

SheandL

Hello there, Martha.

I understand the importance of consolidating all time entries into a single description of professional services. At the moment, QuickBooks does not currently offer the option to summarize bill entries into a single-line description.

Moreover, since this functionality is more convenient for you, I recommend sending a request to our product engineering team so they can consider adding this feature in future updates. Here's how:

Click the Gear icon, then select Feedback.
Enter your comments or product suggestions.
Select Next to submit feedback.

If you want to learn how to invoice unbilled time activities automatically, you can check this article: Automatically invoice unbilled time activities in QuickBooks Online.

Feel free to visit the Community if you have further questions about summarizing bills and linking time in QBO. The Community forum is always glad to help you.

M

Martha_SAuthor

Thank you for getting back to me. While I understand that there isn't the ability to summarize a bunch of time entries into one now, that was a key functionality before the development team rolled out the new invoice experience.

While I appreciate you and you getting back to me (as in not shooting the messenger), I really don't appreciate the decisions your design and development team are making.

B

BookInSeattle

This is a huge, unanticipated downside to our migration from desktop to QBO. I've tried the Bundle option ( which doesn't allow adding the sync'd entries). My current work around - open the invoice - add the expenses individually, add one line manually with the total, delete the expenses from the invoice, they will pop up in the ribbon on the side again (why can't there be an option to leave unbilled) and then mark them individually unbillable.

Ugh. It also means the Unbilled Time report is a zillion pages longer. Really hoping someone who can fix this is reading these 🙂

E

Erika_K

I understand the significance of having the bundle feature to add up the sync'd entries, BookInSeattle.

We value your time with us. Thus, I recommend submitting a feedback. This way, we can enhance your experience with us and will be shared with our Product Development team.

Here's how:

Select the Gear icon, then choose Feedback.
Enter your comments or product suggestions.
Click Next to submit.

Also, I appreciate the workaround you've shared here in the Community space. It will surely help other users experiencing the same situation. That they can have something they can work on.

Additionally, you can browse these guides to help with the migration procedures and managing your newly created QuickBooks Online (QBO):

Please let me know if you have more questions about the conversion process. I'll be here to assist. Take care.

MJoy_D

Hello, @mrzorro,

Could you please provide me with more information about the steps that didn't work for you? Additionally, could you elaborate on the differences you noticed between the information on your screen and the printed output? A screenshot will also be a great help in identifying this concern. Just make sure to cover any personal and sensitive information about your account.

This will enable us to offer you an accurate solution to the issue you are experiencing.

To provide more details, just click on the Reply button below.

I look forward to hearing from you soon!

M

mrzorro

I was responding to a post that said the collapse details setting in invoices would create a summary. They said it showed as summarized in print even though it didn’t look that way in the invoice creation screen. Both things seem false. It looks the same and neither view collapses the detail. I want one invoice line for all hours for a client in a period at a rate for a service by an employee. I can only do it manually now and therefore can’t mark the hours as billed manually so the unbilled list will grow as well.

D

DebSheenD

Hello @mrzorro, I appreciate your quick response.

I can see the time and effort you gave in trying all the steps shared in this thread to fix the bundle feature and sync entries in QuickBooks Online (QBO).

We would like to investigate this further and check the real cause of the issue. With that, I recommend contacting our Support Team. Rest assured, our Team will do their best to figure out why it happened. That way we'll be able to follow some solutions on this.

Once you get in touch with them, they will pull up your account in a secure environment using the information you'll share. Here's how to reach them:

Click the (?) Help icon and enter Talk to a human(then type it again when prompted).
When asked by the bot, enter your concern
Select I still need a human, then proceed with Contact us or Get help from a human.

Also, if you need more resources about handling sales, income, and your customers, feel free to visit the links below:

Let us know how the call goes. If you have other questions about printing and managing your sales transactions, don't hesitate to add another post. Take care.

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