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leigh2
Level 1

Unable to add billable expenses to my invoice. It shows SUGESTIONS but nothing it there

I set up an invoice and also grabbed the expenses that were billable and assigned them to the relevant company.  Usually a side bar appears and offers Suggestions and there is a check box that says to add them but nothing is there even though I've checked the billable expenses to the client account.  I've had 3 calls with QB support who are usually excellent but I came away wihtout an answer.

 

Please advise

2 Comments 2
Rea_M
Moderator

Unable to add billable expenses to my invoice. It shows SUGESTIONS but nothing it there

We appreciate you sharing your experience with adding billable expenses to invoices, leigh2. We know how time-consuming this must have been for you. Let's work together to make this right and get the resolution you deserve.

 

This issue might be caused by too many unbilled transactions tied to the customer (usually over 500). When that happens, new transactions might not show up. To fix it, you can either mark some of the older transactions as not billable or invoice them to reduce the total. Once there are fewer open items, the new transactions should start showing up again.

 

To identify and address this, we recommend running the Unbilled Charges report and selecting Collapse All under the view options. This will show a list of customers along with the count of their unbilled transactions, making it easier to see who might be affected.

 

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If you recently switched from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), older transactions may have carried over and contributed to the issue. Or, you might be using billable expenses for the first time.

 

In QBO, you can hide unbilled expenses and mark them as closed without creating an invoice. If you wish to do so, here’s how:

 

  1. In your QBO address bar, replace the link with: https://app.qbo.intuit.com/app/managebillableexpense
  2. Enter the beginning date of the transactions you want to remove the billable status from.
  3. Click Save.

 

If this matter continues, we recommend reaching out to our QuickBooks Live Support team once more for further assistance. This way, you'll be given the appropriate fix in no time.

 

If you have any further questions or concerns, please don’t hesitate to leave a comment below. We're always here to assist.

leigh2
Level 1

Unable to add billable expenses to my invoice. It shows SUGESTIONS but nothing it there

Thank you but this is not the case.  It is around 20 transactions.

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