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MatthewDupuis
March 15, 2023
Question

Product/Service not loading when importing time to a customer invoice - QBO

  • March 15, 2023
  • 1 reply
  • 0 views

Hello,

I am using QB Time to sync with QB Online Plus.

In QB Time, the service line item is synced to the service line item in QB Online. No issues with syncing.
In QB Online Plus, all items are showing up correctly in the time entries. No issues with syncing. 

Once I create an invoice and 'import' the time from the time-associated-pop-up that shows up on a client invoice that has 'open time'... the import goes smoothly for all columns EXCEPT the 'Service' defaults to the 'hours' standard default instead of syncing the appropriate service.

In the example attached, the 'product/service' should be 'Bluum (Frontend)' with a rate of '75'.
Instead, I see 'Hours' with a rate of '0'. 
Please note, I do not use the default 'hours' service in any of my invoicing. Each client has a specific product as this is a consulting business that sells 'time' as a service. 

This is incredibly frustrating as the only way to 'fix' this issue is to manually override each entry line... which defeats the purpose of the entire system. 

I am hoping this is an open bug that is currently being worked on and not terrible integration... Any feedback would be helpful. 

1 reply

M
MatthewDupuisAuthor
March 16, 2023

How has every other question been answered on this forum except this one?
Can someone please give an update?

This bug completely ruins the functionality of QB Online integration to QB Plus... I'm paying thousands a year for a service that doesn't work and I'm not receiving any support on the phone, via email, and now this forum.

I hope someone can sympathize with my frustration and attempt to reconcile this issue.  

D
DebSheenD
March 16, 2023

I know how important it is to import time entries and synced them to the correct line items for your invoices, @MatthewDupuis.

 

We have an ongoing investigation about the changing service item on billable timesheets in QuickBooks. I'd recommend contacting our QuickBooks Support Team to notify you once this issue is resolved. Rest assured that our engineers are working to fix this.

 

Here's how:

 

  1. Go to the Help (?) icon at the top.
  2. On the Assistant tab, click Talk to a human.
  3. Enter your concern in the Type something field, then click the send icon.
  4. Click on I still need a human.
  5. Select Get help from a human.
  6. You can either select Chat with us or Have us call you.

 

To ensure that you'll be assisted on time, please see our support hours.

 

For now, you can manually change the incorrect items that synced to the correct ones.

 

In the meantime, you can manually add the late fees to your invoices. For the detailed steps, please see this article: Apply Late Fees as a Line Item.

 

Additionally, I've added an article that'll help you learn about how to automatically or manually remind customers when the invoices are soon to be overdue: Set up Invoice Reminders.

 

Please keep us posted if you need assistance managing your sales transactions. We want to make sure your record is accurate.

M
MatthewDupuisAuthor
March 16, 2023

I don't think you are understanding the issue. It's not that 'some' of the syncing isn't working... it's ALL of the syncing. Every time item is wrong. They ALL default to 'hours' instead of the service line item.I will have to manually override each line item.

With 10 consultants on my team billing full time, this will be 20+ hours of manual work to override/enter each line item. That's not a solution. 

I don't need articles on adding late fees to my invoice, I need QuickBooks to acknowledge this issue and give me an the plan to have this issue resolved. 

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