If you input a bill from a supplier and assign it to a customer, how do you convert the data to an invoice without re inputting all the data?
Hello Sales-gregtapper, thanks for posting on the Community page, assuming you are using the billable expense, you would need to make sure the bill is ticked in the billable column and that the customer is selected. When you make an invoice for the same customer it should auto-fill with the bill details, or appear on the tab to the right with the option to add to the invoice.
If you input a bill from a supplier and assign it to a customer, how do you convert the data to an invoice without re inputting all the data?
Hi sales-gregtapper, thanks for getting back to us. This is only possible when using the billable expenses feature in QuickBooks Online Plus or Advanced. This feature lets you easily record and track billable expenses so your customer can reimburse them when they receive their invoice. If you're using a lower subscription level (QuickBooks Online Simple Start or Essentials) you can upgrade your account today without losing any data to use this. If you're already using one of the higher tiers, you can turn this on by going to the Cog > Account & settings > Expenses > Bills and expenses > Toggle on the slider to track expenses and items by customer > Save. This adds a Customer column on the expense forms so you can assign to the customer and later apply to an invoice for the same customer.
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