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CP-
Level 1

New Invoice Format

Since the switch to the new invoice format, when I add billable expense to a customer invoice, I can no longer drop and drag it to a product code.  We would do this so that on the invoice there was only one line and not numerous rows of detailed expenses.  For example we have a product code "Meals".  Let's say we have 3 billable meal expenses; StarBucks $5.00, Airport Cafe $3.75 and McDonalds $13.07.  We would drop and drag these to Meals and the invoice would show Meals $21.82.  Now the customer sees a list of 3 expenses.  It's not that we don't want them to see the detail, they have asked not to see it, just a total.  I thought I had a workaround, total the expense and manually enter them as the total on the Meals row.  Not only is this a pain, the expenses never get linked to the invoice.  If you have figured this out, please help! Thanks!

1 Comment 1
Kevin_C
QuickBooks Team

New Invoice Format

Thanks for providing details about your concern, @CP-.

 

Currently, the option to consolidate your billable expense into one particular line item is unavailable. As a workaround, you can consider using a third-party application to achieve this option in the new invoice layout. Head to the QuickBooks App Store to find apps that integrate with QuickBooks Online.

 

I understand how beneficial this feature is to your business as it helps shorten the list to only the total amount when billed to your customers. With this, I recommend you send your feedback directly to our product developers so they can review your suggestions and may include the feature enhancement in the following updates. Here's how:

 

  1. Go to the Gear icon.
  2. Under the Profile column, click on Feedback.
  3. Type in your feature request.
  4. Click Next to submit.

 

Moreover, you can visit this article if you need to enter multiple expenses or bills simultaneously in QBO Advanced: Create multiple bills or expenses in QuickBooks Online Advanced.

 

I'm always here if you have additional questions about billable expenses in QBO. Let me know in the Reply section below. Stay safe!

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