Pre invoice billable expenses

Hi Digip,

What a great question! I've gone through and taken a look at some options for you and you should be able to create the Billable Expense with a future date and add this to your Invoice. 

Then when you go to match the bank transactions from the feed it will allow for you to match each item separately for reconciliation but still show the linked items in your Customer account. 

Please reach out if you have an troubles doing this. 

Thanks, 

Rebecca 

Hi Rebecca,

Firstly, thank you for assisting me with this one. I have gone through and created a Billable Expense with a future date for all the media expenses I have prebilled my clients.

I have then attached each Billable Expense to the appropriate invoice. This has all worked perfectly.

I have then received a new credit card expense in my banking transactions that when I go to match , I have no options to select in the window (See attached - I adjusted the dates to cover future expenses). Any guidance you could offer would be most welcomed.

Many thanks,

Mark

Hello again, @Digip. It's good to see you back. Thanks for keeping us updated.

In behalf of my colleague @rebecca_A Product Champion, you're most welcome. Allow me to share information with you how matching transactions work in QuickBooks Online (QBO). 

To get started, let's check why the transaction is not showing when finding a match by confirming if they're in the account by selecting Go to Register on the Banking page. If you locate them in the register, verify that they're not matched to another downloaded transaction or have been reconciled. 

Take a look at this article for more information about this: Categorise and match online bank transactions in QuickBooks Online.

However, if the transactions are on the register and not being matched, I suggest clearing your browser cache and make sure that the date range of the transaction is the same with what is on the bank feeds. Once logged in, try to match again. 

I want to ensure that you're able to match these transactions, so please let me know how it goes by posting a comment below. I'm always here to offer help. 

Thanks for coming back so quickly. Unfortunately no change since clearing cache ( I even tried different browser). I have checked and it doesn't look like anything else is matched (See screenshot) from the 'Go to Register' window.

I have tried extending date range to include the future date set for each expense line item and still no luck. There are no items showing up in the window when I select match. I haven't reconciled my accounts now for over a month and all these items have been recently added. I am hoping to get to the bottom of this so I will be in a position to reconcile.

Thanks again for your support. Many thanks,

Mark

Hi Mark,

Thanks for letting us know. Would you be able to contact the Support Team so we can watch what is happening in real time? It may give us the option to understand why your file is behaving the way that it is. 

Thanks,

Rebecca