Critical QBO Bug Since 12 April – Quote to Invoice Conversion Destroying Linked Transactions & Preventing Payment

Since the QBO update around 12 April, there has been a serious regression affecting quote-to-invoice workflows involving sub-customers and parent billing accounts.

This is not a minor UI issue. It is actively preventing businesses from invoicing clients and getting paid.

Workflow That Has Been Broken

1. Create quote for sub-customer/site contact.
2. Quote is accepted.
3. Convert accepted quote to invoice.
4. Change invoice customer to parent company for billing purposes.
5. QBO displays warning that linked transactions will be removed.
6. After confirmation:
   • ALL invoice line items are deleted
   • Invoice total resets to $0.00
   • Linked quote detaches
   • Invoice becomes unusable

This workflow worked correctly before the April update.

Partial Fix Released

Around 3 days ago, Intuit appears to have partially patched the issue:

• the quote now remains linked ONLY if the customer is NOT changed.

However the core issue still exists:
Changing from sub-customer to parent customer destroys the invoice.

Real Business Impact

This bug is severely affecting cash flow and operations.

We create quotes against site contacts/sub-customers, but invoices must be billed to the parent company account. This is an extremely common commercial workflow.

Because of this issue:

• I missed my April EOM invoice run entirely
• I am now likely to miss a second month of invoicing
• Significant revenue is delayed
• Staff time is being wasted rebuilding invoices manually
• Linked transaction integrity is broken

This is a critical accounting workflow failure, not a cosmetic issue.

Expected Behaviour

When converting an accepted quote to invoice:

• line items should remain intact
• linked transactions should remain intact
• customer reassignment to parent billing account should NOT destroy invoice data

Request to Intuit

This needs:

• urgent escalation to engineering
• acknowledgement as a platform regression
• rollback or hotfix priority
• formal incident status update

Businesses rely on invoice continuity to survive. This issue directly affects revenue collection and accounting integrity.