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Join nowI created a customer invoice from billable expenses with the new invoice format. Those expenses have uploaded receipts attached. The receipts did not get attached to the customer invoice. If I use the old format the attachments are on the customer invoice. Is this a feature that will not be available with the new format release in December?
Solved! Go to Solution.
Thank you for reaching out to us, @RoseCents.
We understand how important this feature is to businesses like yours.
As of now, QuickBooks Online is unable to add the attachments from billable expenses to your newly created invoice using the new layout.
We value your opinion and would love to hear any suggestions you may have to improve our product. To help us improve, I recommend using the Feedback feature in QuickBooks Online to submit your feedback directly to our Product Developer Team who will review and consider it for future updates. This will make QBO a more user-friendly experience for you and all our valued customers.
To do that, here's how:
We appreciate your patience and understanding as we work to make QuickBooks Online the best.
In addition, I'll leave this blog article to help you create personalized and professional-looking invoices, estimates, and sales receipts: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Don't hesitate to post here in the Community if you have further questions and concerns with invoices. We are always here to help.
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:
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 reaching out to us, @RoseCents.
We understand how important this feature is to businesses like yours.
As of now, QuickBooks Online is unable to add the attachments from billable expenses to your newly created invoice using the new layout.
We value your opinion and would love to hear any suggestions you may have to improve our product. To help us improve, I recommend using the Feedback feature in QuickBooks Online to submit your feedback directly to our Product Developer Team who will review and consider it for future updates. This will make QBO a more user-friendly experience for you and all our valued customers.
To do that, here's how:
We appreciate your patience and understanding as we work to make QuickBooks Online the best.
In addition, I'll leave this blog article to help you create personalized and professional-looking invoices, estimates, and sales receipts: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Don't hesitate to post here in the Community if you have further questions and concerns with invoices. We are always here to help.
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.
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