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tom175
Level 1

Invoice based on bank transactions

I purchase materials and then invoice the customer once the job is completed. 

 

Is there a way to assign/link the purchase in the banking section, to the invoice? 

3 REPLIES 3
Rose-A
Moderator

Invoice based on bank transactions

Hey there, tom175. Allow me to share some information regarding linking a purchase to an invoice in QuickBooks Online.

 

There isn't a way to assign the purchase from the banking page to your invoice since these are two different transactions. As a way around, you may want to create a billable expense to assign link it to an invoice.

 

Here's how:

 

  1. Click the Plus icon in the left panel and choose Purchase Order.
  2. Enter the necessary information.
  3. On the Item details field, select the items and make sure to add the customer.
  4. Hit Save.

 

After that, add the billable transaction when you create an invoice. In case you haven't enabled the billable expenses feature, just follow the steps in this article: Enter billable expenses by job.

 

 

To know more about what transactions you link from the banking page, check out this article: Categorise and match online bank transactions in QuickBooks Online. This will provide you steps from matching existing and adding new transactions in the program.

 

Should you need more help or have follow-up questions, please let me know. I'm more than willing to lend you a hand.

tom175
Level 1

Invoice based on bank transactions

thank you for the response. I don't think that will be sensible for me to do. 

 

Is there a way to create an invoice based off an suppliers invoice, which is already in Quickbooks? 

TirzahC
QuickBooks Team

Invoice based on bank transactions

Hello there, tom175.

 

You'll need to create manually an invoice based on the bill you received. 

 

Let me include this reference to help you learn how to manage your invoices: Create invoices in QuickBooks Online.

 

If you have any other questions about making an invoice base on your bill, let me know by adding a comment below. I'm always here to provide additional help. Wishing you a good one!

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