Can expenses be linked to invoices and bank transactions simultaneously?

Hi there, 

Glad to have you reach out to us in the Community. I'll be happy to share more info and help steer you in the right direction so you can continue to get your work done faster using QuickBooks. 

In order to link invoices to expenses, you'll have to use billable expenses. Here's an article that shows you how to: Enter billable expenses. The article shows you how to add billable payments to invoices on Step 3 in the article. Let me know how you make out as you browse through the article. 

In case you need additional assistance I encourage you to contact our support team so they can assist you further. Here are our contact details: 

• Schedule a Callback or start a Chat: click (?) in the upper right in QuickBooks Online > enter "Contact support" > choose Contact Us > provide a brief summary > select Let's Talk > choose Get a callback or Start a Chat.
• Social Media: Facebook, Twitter, and Instagram.
• Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Feel free to keep me posted on how you make out. Enjoy the rest of your day. 

Thank you for your response, however I do not have Plus, only Essentials, and it appears I would require upgrading to Plus to accomplish the steps in the article you linked. At this time, I have no use for any of the other features that this upgrade would bring, but it would end up costing me more money monthly.

If there are any other solutions that would work with what I currently have, it would be appreciated.

So ended up having to upgrade to Plus due to other reasons, and attempted to give this a try.

I don't believe billable expenses is what I actually need, and is giving me the opposite result. I need to have the expense deducted from the balance owing, not added to it. Ie, invoiced to be paid $200.00, and they charge fees of $50.00, so the payment received is $150.00. When I turn the expense into a billable expense and link it to the invoice, it's adding the $50.00, so showing the payment should be $250.00.

So how can I have the expense deducted from the invoice total?

Yes, bank transactions and invoices can be connected to expenses. As your paycheck is being processed, get in touch with us @ [scam phone number removed] to help identify the reason for this.

Hi foothills-delive,

Since you are experiencing the same outcome, I recommend reaching out to the support team outside of the Community. We'll be able to view your screen in a secure setting and better guide you with your billable expense. You can reach us by following one of these methods below:

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.
 

If you have any other questions, feel free to reach out here.