Billable Expense Attachments on Customer Invoices

Good morning, @RoseCents. 

Welcome to the Community! I'd be more than happy to point you in the right direction. 

To clarify and get a better look at your account to see why this is happening, I recommend contacting our Customer Support Team. Here's how: 

1. Go to the Help icon in the top right-hand corner. 
2. Press the Contact Us button. 
3. Enter your question and hit Let's talk. 
4. Scroll down and choose to Get a callback. 

It's that easy! 

Keep us updated on how the call goes. I'm only a post away if you need me. Take care! 

Just simply asking if this is a feature that will be going away with the updated invoicing?

Thank you for the reply! This is what I needed to know!

You're always welcome, RoseCents.

I'm glad to know that my colleague, GenmarieM, was able to resolve your QuickBooks Online feature concerns.

Please don't hesitate to reply here or create a new thread if you have other questions about QuickBooks. Have a great day ahead!

Does this also apply to quickbooks desktop plus 2022?

Hello SR31T,

Welcome to the Community. Allow me to chime in and clarify things about creating an invoice from a billable expense in QuickBooks.

The feature mentioned above applies only to the old invoice layout in QuickBooks Online. For Desktop, you'll need to attach the receipts manually to your invoices.

Also, with QuickBooks Desktop's job costing tools, you can see how much money you spend and make for each job. I've attached an article you can use to learn more about how to ensure you have an accurate record of your job costs: Track job costs in QuickBooks Desktop. 

Comment below if you have additional questions about the QuickBooks features or customizing transactions. I'm always here to help. Take care always. 

I can't freaking believe this is missing. This is such an important feature. I even went back to the old layout, and it's gone from there. Good job, QBO Keep on raising those rates while removing features, yeah!!!

Dear QBO,

This is UNACCEPTABLE!

As my friend above said, Intuit keeps raising it's prices and taking features away. That is NOT sustainable for small business owners.

We MUST send receipts with billable expenses. It worked and now you broke it, all the while QBO is claiming that it's getting "easier" and you "automate". And you're telling us that WE have to use more of OUR time to do what we need. RIDICULOUS!

We're not asking. Fix it! NOW!

And do NOT reply with your generic BS reply to "value your opinion" and tell me to take MY time to give feedback on YOUR product. I just did! Do your job. Send this to whoever you have to and tell them that you are getting SCREAMED at by long-term customers that they messed up, didn't QC, and broke a feature that we need. Not submit feature, not pipeline, do it NOW!

Thanks, but not really...

I just finished talking with support, and they told me that the new layout is still in the transition phase.

I'm not sure what that means, but this option is very important, and I very much need it.

This is INSANE. I just went to bill the client back, and none of the receipts came over... am I supposed to go through these transactions ONE-BY-ONE to download so I can attach them to the invoice?!?!? ALL 98 OF THEM?!? This is a BASIC COMPLIANCE issue - clients will not pay our businesses back without receipts, how is this even possible. In the age of AI, I am supposed to this work manually?

Seriously, I am completely blown away that this is suddenly unavailable. NOW WHAT?!

We hear you, @crealityinc.

Currently, the ability to add receipts from billable expenses on customer invoices using the new layout is unavailable. I see the importance of this feature on your end. 

As a workaround, we can link your billable expenses to your invoices and manually find the receipt.

First off, select a customer in the Customer/Project column when setting up an expense or bill account.

After that, generate an invoice and choose the customer that has a linked bill. You'll see the bill expense on the right side, then click the Add icon.

If you don't see anything, tap the Manage icon, then select the Suggestions tab. Within that tab, you'll find the transactions linked to the customer invoice.

In the meantime, I suggest sending feedback to our team about this feature and they might add this to our future product updates.

If you want to run transaction reports in QuickBooks Online (QBO), you can read this article: Run reports in QuickBooks Online.

For additional bills and invoice transaction concerns, click the Reply button below. I'll be willing to help. Have a good day.

This doesn't add the receipt that was included with the original expense to the invoice.  That's the issue we are all having.

BrianM, I don't think you're understanding. We know how to bring expenses in to invoices. In the old template, when we did that, the attachments came along too. Now, that's broken. Now, you have to go through each expense, download the attached receipts (which are already somehwere in QBO), and then attach them to the invoice.

This needs to be resolved ASAP, Quickbooks! When can we expect a resolution?

DITTO! Please bring back this *IMPORTANT* feature of attaching the actual attachments to the invoices (not just line item details). This is a deal-breaker for us, please at least let us know you understand the issue and are working on it... thank you.