invoice with reimbursable expense

Seeing the bill is quick and easy, @Z Zee.

You can open the Audit Trail report to locate the specific invoice you're looking for. From there, You can customize and filter the report date so you can write in the memo to which expenses the transaction belong. Let me guide you how:

1. Click Reports at the top menu bar and choose Account & Taxes.
2. Select Audit Trail.
3. On the report screen, click Customize Report.
4. Go to the Filter tab and search for the Transaction type.
5. Choose Invoice and hit OK.
6. Filter the dates.

Also, you can open the invoice and click the line item that is linked to an expense. That's the other way how to see the bill associated.

You can check this article: Get started with customer transaction workflows in QuickBooks Desktop since sending invoices and receiving payments are just part of the Accounts Receivable workflow.

For tips and resources on how to handle any customer-related activities seamlessly, you can go over our self-help articles. It contains topics about processing refunds, credits, payments, customizing sales forms, etc.

Should you have other questions or concerns, you can always get back to us anytime. I'd be glad to help you and resolve it right away. Have a great day and take care, @Z Zee.

@JoesemM 

 i did an audit trail and found the invoice i'm looking for, but i don't see the bill that had the original expenses that i'm charging for on this invoice.

where can i find that bill?

Thanks for getting back to us in the Community, @Z Zee. I’ll chime in and help you with your query about bill in QuickBooks Desktop.

In this case, you can filter Transaction type into Bills or Expenses. This way, you’ll be able to see bills that had original expenses that you’re charging for that invoice.

Please see this sample screenshot for reference:

Alternatively, you can go to the Vendors Center and select the name of the vendor to find the transaction.

Here’s how:

1. Go to the Vendors menu.
2. Choose Vendor Center. 
3. From the search bar, locate the vendor’s name.
   
   

Additionally, I've got these articles that may come in handy in your future tasks:

• Record a vendor refund in QuickBooks Desktop.
• Pay Bills in QuickBooks Desktop.
• Customize vendor reports.
  
  

Please let me know if you need clarification about your transactions in QBDT, or there's anything else I can do for you. I'll be standing by for your response. Have a great day.

@Carneil_C 

@JoesemM  or anyone else.....

I don't think you understood me. it doesn't help me to see only bills or only invoices. i have a specific invoice that i need to see which bill had those reimbursable expenses. all i see on invoice is reimbursable expenses and the amount. I need to find that original bill that has those expenses.

Thank you.

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@Z Zee wrote: I have an invoice and it says reimbursable expense. I forgot to write in the memo which expense it was. How can i see which bill this is associated with?

 

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Unfortunately when you add reimbursable expenses to your invoice, there are no links or other references created. This means there's no way to automatically find the source transactions (like bills) from the invoice.

About the best you can do is review the bills for the vendor(s) you think were probably used for the expenses, looking in the likely date range for a matching amount.

Thank you, @BigRedConsulting 

@ReymondO , @Carneil_C , @JoesemM 

Is there no possible way to check to see which bill had those expenses that are now reimbursable expenses on the invoice I created?

@BigRedConsulting , I tried checking the bills in that date range but I want to be  completely sure since i have a few transactions for the same dollar amount.

@ReymondO 

yes. i just read your post. this is it!!

thank you!!

Hi there, @Z Zee. 

Thanks for following up with us, and letting us know that the steps provided by my colleague above worked for you.

Please know that you can reach out to the QuickBooks Community anytime you need a helping hand. 

Take care and have a wonderful rest of your day!

There's no way for QuickBooks to help you figure it out.

Actually there is, if you see the previous message from the qb team.

Thanks for your help, @BigRedConsulting