Invoice glitch

QSC, LLC
QSC, LLC Quicken Windows Subscription Member
edited December 2025 in Errors and Troubleshooting (Windows)

Our invoices are not retaining the information we put in when we close out of it and reopen it. It is transferring information from another area. We have Customer info and Vehicle info. When we close the invoice, it takes customer info and transfers it to vehicle info box. Have called customer service and the fixed it once, then it happened again, called customer support and they "are working on it" and said no timeline for the fix. It has been 2 weeks, and year end is coming. Any thoughts on how to resolve this? Are you having same issue?

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Answers

  • fred1469
    fred1469 Quicken Windows 2016 Member
    edited December 2025

    I have SAME problem, which I first noticed the first week of December 2025. Customer Service said that they were aware of the problem using Windows (I use Windows 11). They said they're working on it. It's STILL not fixed — even after I've received 2 other updates since that time.

    Don't they understand that I cannot send out an invoice with the INCORRECT info in my field I created titled "CASE NAME". It looks fine when I end out of the Invoice program. The next time (5 second later) I open an invoice, the case name is changed and imported the first line of the client's contact info — which makes the invoice look like my client is the Case Name. Not only that, ANY invoice I open up that I previously sent out has automatically inserted the client's name in every single one.

    It's been going on almost a month, and Quicken STILL hasn't fixed it and always say they're working on it.

    How does Quicken expect me to send out an invoice with the wrong information? I cannot use the program until it's fixed. [Removed - Disruptive]

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @QSC, LLC & @fred1469,

    Thank you for letting us know you're impacted by this issue. I can see that both of you already reached out to Support and the escalated teams confirmed you're impacted by a known issue. If you haven't already done so, I recommend that you bookmark the Community Alert linked below in order to get updates, when available, and know when the issue is resolved.

    https://community.quicken.com/discussion/7968792/ongoing-12-16-25-qwin-job-site-addresses-in-invoices-change-automatically-after-saving

    Thank you!

    (Ticket#12081967/CTP-15437)

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • BillHope
    BillHope Quicken Windows Subscription Member
    edited January 19

    When trying to create invoices and using the default fields - "BILL TO" and "SHIP TO", the same data is being transfered from "BILL TO" and "SHIP TO". Prior to December 2025, separate date could be entered and retained in the invoice when closing out and saving the invoices. Separate data can be entered in the "SHIP TO" field but upon closing and reopening, the "BILL TO" and "SHIP TO" fields mirror each other with the exception that the "SHIP TO" field has the customer name as the first line in addition to the "BILL TO" address, etc. The "FIX" did not correct the issue.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @BillHope,

    Thank you for letting us know you're also impacted by this issue. If you haven't already done so, I recommend that you bookmark the Community Alert linked in my previous post in order to get notifications of any updates, once available, and to know when the issue is resolved.

    https://community.quicken.com/discussion/comment/20529639#Comment_20529639

    Thank you!

    (Ticket#12081967/CTP-15437)

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • dseayme
    dseayme Quicken Windows Other Member ✭✭

    Same problem. Was sure hoping it would be fixed by now. Guess I gotta come up with a workaround.

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