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jfernandez1
November 16, 2021
Question

Billable expenses not syncing with invoices

  • November 16, 2021
  • 1 reply
  • 0 views

I am having a bit of trouble with QB syncing billable expenses with Invoices. Presently, the invoice is created in a software we use named ConnectWise. The invoice is then synced with QB. As transactions come into our bank feed, I associate all billable expenses with the customer. This process does not seem to be working for me. If I open an invoice that has been synced into QB, off to the side I will see that billable expense that is waiting to be added. However, the expense is already listed on the invoice. This would create a duplicate charge or if left alone would just continue to float around in QB. How can I have QB recognize that the billable expense is already listed in the imported invoice? 

1 reply

J
JamaicaA
November 16, 2021

Good day, @jfernandez1.

 

Thanks for reaching out to the Community. I'm here to lend a hand in fixing the issue about syncing billable expense as invoice to QuickBooks.

 

First off, you need to contact ConnectWise to check if their Billable Expense details can be mapped or outlined with QBO feature. If not, we need to manually link the billable expense and remove unrelated items from the invoice.

 

You can refer to this link to find out how to enter billable expense.

 

If you need further assistance while working with syncing transaction about QuickBooks, don't hesitate to reach back out to us. Stay safe and have a nice day.

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