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WBioQ
Level 2

Billable expense attachments no longer move to invoices with new template

Before May 6, with the old invoice template, there was a list of unbilled expenses for that customer. I could click on the expenses to add them to the invoice and the attached receipts would show in the attachment list. With the new invoice template, i can still see the list of unbilled expenses and can still click on them to add to the invoice, but when i do, the receipts that are attached to the expenses don't show up on the invoice anymore. I called QBO support and after 25 minutes of talking with the representative and screensharing to show him my issus, he spoke with someone and came back to tell me this functionality has been removed. He was unable to tell me when or if that functionality would be restored. He suggested that I put it in as a suggestion for a future release. This functionality is a critical reason why I use QBO. Can someone please let us all know when and if the attachment functionality will be restored, so we can decide whether to wait or find another accounting system? Thanks. 

17 Comments 17
Ivan_G
QuickBooks Team

Billable expense attachments no longer move to invoices with new template

I can see how it's essential for you to view the attachments list when linking a transaction to your invoice, WBioQ.

 

Although there's no timeframe for the functionality to be available to QuickBooks Online, you may send a feature request to our Product Development Team. Doing so could notify them of your feature recommendations, and may consider adding them to future updates.

 

To send your feedback, kindly follow the steps below:

 

  1. Log in with your QuickBooks Online account.
  2. Go to the Gear  icon and click Feedback.
  3. Enter your feature suggestions, then select Next to submit.

 

You may also visit this page to view the status of your sent feedbackCustomer Feedback.

 

Finally, if you're customer decides to pay the invoice, you can link the invoice when entering an invoice payment. Doing so would clear out the balance and mark the invoice as paid.

 

Should you have more concerns with your attachments in QBO, kindly comment below. The Community is always available to assist you.

WBioQ
Level 2

Billable expense attachments no longer move to invoices with new template

Thanks, Ivan. It seems that are saying that taking away the ability to automatically add attachments to invoices is a feature, not a bug, and there is no plan to fix this. Can you please clarify that is what you mean? 

RhoiceW
QuickBooks Team

Billable expense attachments no longer move to invoices with new template

Hi there, WBioQ. Allow me to chime in and provide additional information about linking a transaction to your invoice.

 

Since this feature isn't available in QuickBooks Online (QBO), I suggest sending a request for feedback to our product developers about adding attachments. They may consider adding this feature to future updates.

 

You can follow the steps provided by my colleague above on how to send a feedback request.

 

In addition, you can refer to this article to learn how to record invoice payments in QBO: Record invoice payments in QuickBooks Online

 

Comment on the post if you still have concerns about managing your invoices in QBO. I'm always here to help.

WBioQ
Level 2

Billable expense attachments no longer move to invoices with new template

Thanks. So, yes, it sounds like i need to find another accounting platform. The attachment functionality has been consciously removed, so it's a "feature" not a bug. I can't wait indefinitely to see if someone decides to add the feature back in the future, so I'll start looking for an alternative to QBO.

arg_JF
Level 1

Billable expense attachments no longer move to invoices with new template

I totally agree, why do I want software where the improvement is to make me do more work, not less?  I have a ton of clients and I can have a hundred or more reimbursable items in any given month.  I don't appreciate the feature being removed and the new workaround is asking me to go find 100 attachments to reattach on multiple invoices when I already attached them the first time.  Definitely not a "feature" I want in my accounting software.

SkyAir
Level 1

Billable expense attachments no longer move to invoices with new template

What a pathetic standard response this is. The support tech seems to have NO IDEA that existing capability has been REMOVED from QBO, and suggests asking the engineering team to add it as a feature. Oh My.  

I too am now shopping for other bookkeeping software. First it was Intuit adding 1% ACH fees unlimited, where they used to limit it to $10 per transaction. And now they want us to hunt and find receipts AGAIN for which we have already uploaded to the expense. Let’s ask the customer to do the work TWICE.  What a huge step backwards this is.  Oh, and is there no internal communication, can you not send our comments on to the engineering team? After making this reply here, I will be submitting a feature request, or rather feature RESTORE may be the better phrase for this predicament. 

SkyAir
Level 1

Billable expense attachments no longer move to invoices with new template

What a pathetic standard response this is. The support tech seems to have NO IDEA that existing capability has been REMOVED from QBO, and suggests asking the engineering team to add it as a feature. Oh My.  

I too am now shopping for other bookkeeping software. First it was Intuit adding 1% ACH fees unlimited, where they used to limit it to $10 per transaction. And now they want us to hunt and find receipts AGAIN for which we have already uploaded to the expense. Let’s ask the customer to do the work TWICE.  What a huge step backwards this is.  Oh, and is there no internal communication, can you not send our comments on to the engineering team? After making this reply here, I will be submitting a feature request, or rather feature RESTORE may be the better phrase for this predicament. 

jd3210
Level 1

Billable expense attachments no longer move to invoices with new template

The feature was available until May 6th. Billing and attaching expense receipts is a standard and necessary feature for operating a business. They need to fix this and make it a priority. If it's not a bug of the new Invoice rollout and actually a feature (eg will no longer be available), many users will need to find a different platform to manage our businesses.  

 

This is what the OP was trying to get clarification on. I also called and was told it was not a bug, but no longer a feature. 

AKlem
Level 1

Billable expense attachments no longer move to invoices with new template

Wow, this change is completely ruining our entire workflow as nearly 85% of what we invoice, are pass through linked billable expenses at no markup so the original receipt as an attachment is necessary. 

 

I think we have to find a new accounting solution all together. 


What a complete disaster. 

AKlem
Level 1

Billable expense attachments no longer move to invoices with new template

Agreed, we are now forced to look for a new accounting solution. This one change completely destroyed our workflow. 

Jerm_jmacpack
Level 1

Billable expense attachments no longer move to invoices with new template

This is word for word my very same issue! Adding billable expenses and the associated copy of the receipt for my clients to view is an essential part of our invoice work flow. I can't even imagine how many times Intuit has made changes like this that throws everything we do into a tailspin, oh, and is very quick to raise their prices for these new and improved features, AKA deleted features. Again, this is a basic and essential function in QB and should be set to a top priority to get resolved! Our company owner approached me this past weekend with a request to look into migrating to different accounting software – I believe his patience has been wearing thin for some time now.

danolschewski
Level 1

Billable expense attachments no longer move to invoices with new template

I do the invoicing for our company - I would like to emphasize everything that's been stated above and in addition to this essential feature of attaching  receipts that's been removed (which I don't understand how your developers if they have any real experience with day to day use of accounting software can remove this), but also when doing invoicing I need to interject a subtotal in my invoice. Before, I could do that after the fact where needed.  Now, if I try to place a subtotal up in my invoice it places it all the way to the bottom.  So I have to remove everything below where I need the subtotal - insert the subtotal and re-enter all line items again below.  This wasn't the way it worked before!!!   So once again, make changes or supposed improvements, and it removes all the "simple" processes of producing invoices.  Please rethink your upgrades or should I say downgrades.  I need these simple features back IMMEDIATELY or move on to other software!!!

Clark_B
QuickBooks Team

Billable expense attachments no longer move to invoices with new template

Hello there, Danol. I know how essential the subtotal is in the invoices so you can manage your business appropriately.

 

I'll provide information about the subtotal changes in the new invoice interface in QuickBooks Online (QBO).

 

After the recent updates, we can now add the subtotal without re-entering all line items again. To do so, simply follow these steps:

 

  1. Go to the +New and select Invoice.
  2. Select the Add product or service dropdown.
  3. Then, select Add Subtotal.

 

You can also refer to the screenshot provided below for visual guidance:

 

image_720.png

I'll also add this article to guide you record, edit, and delete expenses: Enter and manage expenses

 

If you have any concerns about the subtotal that is placed at the bottom, please tag me in the comment section, Danol. I'll assist you in any way possible.

AS-LLC_001
Level 2

Billable expense attachments no longer move to invoices with new template

Just got off a call with customer support mentioned that new features and removed features are based on customer feedback.  I was told to use the feedback button if I would like to add a removed feature.  They would not let me speak to an engineer.

 

QBO Customer leaving feadback:  "Sure wish I was I had more work.  Maybe Quickbooks can take away GUI features so things that are easy to do now, can take twice as long."

QBO Engineer:  [Couple keystrokes]  "Done".  "Now you will need to add billable expense receipts to your invoices manually".  "Your welcome"

Me:  "WTF"

 

RubiconBooks
Level 2

Billable expense attachments no longer move to invoices with new template

This along with removing the ability to remove a time/expense line item without unlinking it from the invoice, QBO has gone way way way downhill with this new invoice "update". 

kevhead
Level 1

Billable expense attachments no longer move to invoices with new template

Did you end up finding a replacement?  We are done with QBO because of this

WBioQ
Level 2

Billable expense attachments no longer move to invoices with new template

My solution was to archive my QBO data, migrate it to Quicken Business and Home, and cancel my QBO subscription. I started looking for other accounting software that automatically handled the receipts, but decided I could save a lot of $$ by using Quicken, and creating a folder system to store the receipts and when i send invoices, just attach the receipts in the folder. My business is just me doing consulting, so I don't have nearly as many receipts as some of the other people posting here, so I recognize that wouldn't work for everyone.

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