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Hi there, MHchief. I'll provide more details to address your concern regarding managing your invoices and bills in QuickBooks Desktop (QBDT). I'll also delve into utilizing available features within the system to simplify the management process.
In QBDT, we only have the Billable Expenses feature. This allows you to charge customers for expenses they incur on your behalf. Therefore, connecting an invoice to a bill is unavailable. The feasible workflow is from a billable bill to an invoice.
You can pull up an Unpaid Bills Detail report to see the amount you need to settle since there is no option to set up an alert for bills associated with invoices. Here's how:
- Go to the Reports menu.
- Choose Vendors & Payables.
- Then, select Unpaid Bills Detail.
- You could also click Customize Report to add filters or columns to the report.
Additionally , you may run a Purchases by Item Detail report to view respective customers tied to a specific bill, including the amount that needs to be paid. Please refer to the steps below:
- Go to Reports.
- Select Purchases.
- Then, click Purchases by Item Detail.
- Tap the Customize Report button.
- In the COLUMNS section, search for Name. Then, place a checkmark before it.
For further information about modifying reports in QBDT, check out this article: Customize reports in QuickBooks Desktop.
If you need assistance setting-up automated bill payments, understanding invoice tracking features, reconciling accounts, or any other aspect of invoice and bill management, please reply below. I'd be happy to help. I want to make sure your experience with the program is as smooth as possible, MHchief.
