Question

Incorrect: All billable items have been added to the invoice

Forum|Forum|3 years ago
February 16, 2023
3 replies
18 views

I am creating an invoice in Quickbooks that involves services from multiple estimates. When I add 1 of the 2 estimates, I get notified that "All billable items have been added to the invoice" when there is, in fact, a second estimate.

A few things:

1. Both estimates are open

2. This only happens when I add estimate 1 first

3. Opening the invoice in incognito mode did not work.

How can I add the second estimate? Help is much appreciated.

QuickBooks Online

DivinaMercy_N

Moderator

Hello there, @asdgamar. I'm here to help you add the estimates to the invoice in QuickBooks Online (QBO).

In QBO, you'll have to ensure that you select the correct estimates. In case this estimate was already added to another invoice, I recommend deleting and recreating the transaction and adding it again.

You can also delete and recreate the estimates and add them again to the invoice.

For reference, please check this article: Convert an estimate into an invoice in QuickBooks Online.

On the other hand, you can select the Add All button to convert all the estimates to an invoice.

I'll include this helpful resource that you can use as a guide in case you want to create invoices from project expenses in QBO: Invoice customers for project expenses in QuickBooks Online.

I'm just around the corner to help if you have any other concerns about managing invoices in QBO, please don't hesitate to post again here. Have a good one and stay safe.

A

asdgamarAuthor

Hi Divina,

Thank you for responding. I would like to add a few more details about my question to give a better picture of my issue.

I use progress invoicing in QuickBooks, and our business often involves billing for a portion of a few estimates in a single invoice. One of the estimates just so happens to disappear when I add the other two. I believe this is a glitch but maybe there is a workaround?

I'll paint the picture:

I hit "create invoice" and open a blank template;
Estimates 1, 2, and 3 are available to add items, I select to add Estimate 1 and 2;
Now QB says I have added all billable items to the invoice (i.e., Estimate 3 disappears).

I hope this helps. My issue is that I often decide I need to add items from the elusive third estimate but can no longer do so once I have added the other two. I often have to restart invoices.

What I may have to do is use the Add All button and unlink the estimates I do not need, thank you.

J

JamaicaA

QuickBooks Team

I appreciate you getting back to us and providing more information about adding billable items to invoices, @asdgamar. I'm here to help you get it sorted out by providing some steps to contact our Support Team.

Since you're still having issues after accessing your account incognito, you'll want to contact our representatives. They can review this matter further and provide a workaround to seamlessly incorporate the billable items.

Here's how:

1. Go to the Help menu, and select Search.
2. Click Contact Us.
3. Enter your concerns.
4. Tap Continue.

Our live help is available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM to 3:00 PM on Saturdays. If you're using Advanced, you can contact us any time, any day. To reach out to us outside of QuickBooks, see this guide: QuickBooks Online Support.

You can check out this article to learn more about linking an invoice and an estimate together: Convert an estimate into an invoice in QuickBooks Online.

I've added these resources below that can guide you in personalizing your invoices and receiving customer payments:

You can always go back to this thread if you have further concerns regarding invoices. You can also mention me so I can get back to you personally. I'd be delighted to help you out.

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