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Buy now1. I spent over 2 hours on chat with an expert. I shared my screen so they could see exactly what was happening. This doesn't include the time I spent trying to troubleshoot on my own.
2. We tried everything that could possibly be the cause. Please do not assume my background, education, or experience. I am very comfortable with computers and software. It is not something "wonky" that only appears occasionally. It is not related to the browser I use or my cookies/cache. Using an incognito screen doesn't fix it. It isn't the template I use. It does not matter if I am in desktop mode or not. The pattern of clicks that I use to arrive at the invoice screen or which screen I create the invoice from doesn't matter.
3. After wasting almost the entire day trying to resolve this a ticket was created.
4. Email addresses are no longer being pulled from the "Customer" data fields into Project invoices. If I change the email field and invoice a Customer the new data is translated into the invoice. If I invoice an existing Project that is connected to that Customer then the new data does not migrate into the invoice. If I add a Project and then create an invoice the new data does appear.
5. I have hundreds of Customers and thousands of Projects. Physical addresses and email addresses for Customers change all the time. I cannot spend time creating new projects and migrating the existing records so that the email address is correct. Nor can I manually check invoices for the correct email address every time I invoice a Project.
6. My concern is that Intuit is pushing a Customer centric format. I can see this by the fact that when I had the desktop version I could send Statements to people at the Project level. After I was forced to migrate to the online version I learned that I can only send Statements at the Customer level. FYI, my Customers hate this. I spend a lot of time answering questions about which invoice is related to which project of theirs. Based on the fact that complaints about this loss of functionality go back years I am concerned that since data updates propagate fine at the Customer level that Intuit is not concerned about this bug in their programming. My only hope is to encourage other users to investigate their functionality, find the same bug, and also send a complaint to Intuit. Otherwise my ticket will be prioritized low and my only option will be to search for different accounting software. There is an expiration date on waiting for this fix and it is about a month.