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WBioQ
May 15, 2024
Question

Billable expense attachments no longer move to invoices with new template

  • May 15, 2024
  • 6 replies
  • 0 views

Before May 6, with the old invoice template, there was a list of unbilled expenses for that customer. I could click on the expenses to add them to the invoice and the attached receipts would show in the attachment list. With the new invoice template, i can still see the list of unbilled expenses and can still click on them to add to the invoice, but when i do, the receipts that are attached to the expenses don't show up on the invoice anymore. I called QBO support and after 25 minutes of talking with the representative and screensharing to show him my issus, he spoke with someone and came back to tell me this functionality has been removed. He was unable to tell me when or if that functionality would be restored. He suggested that I put it in as a suggestion for a future release. This functionality is a critical reason why I use QBO. Can someone please let us all know when and if the attachment functionality will be restored, so we can decide whether to wait or find another accounting system? Thanks. 

    6 replies

    I
    Ivan_G
    May 15, 2024

    I can see how it's essential for you to view the attachments list when linking a transaction to your invoice, WBioQ.

     

    Although there's no timeframe for the functionality to be available to QuickBooks Online, you may send a feature request to our Product Development Team. Doing so could notify them of your feature recommendations, and may consider adding them to future updates.

     

    To send your feedback, kindly follow the steps below:

     

    1. Log in with your QuickBooks Online account.
    2. Go to the Gear ⚙ icon and click Feedback.
    3. Enter your feature suggestions, then select Next to submit.

     

    You may also visit this page to view the status of your sent feedback: Customer Feedback.

     

    Finally, if you're customer decides to pay the invoice, you can link the invoice when entering an invoice payment. Doing so would clear out the balance and mark the invoice as paid.

     

    Should you have more concerns with your attachments in QBO, kindly comment below. The Community is always available to assist you.

    W
    WBioQAuthor
    May 15, 2024

    Thanks, Ivan. It seems that are saying that taking away the ability to automatically add attachments to invoices is a feature, not a bug, and there is no plan to fix this. Can you please clarify that is what you mean? 

    R
    RhoiceW
    May 15, 2024

    Hi there, WBioQ. Allow me to chime in and provide additional information about linking a transaction to your invoice.

     

    Since this feature isn't available in QuickBooks Online (QBO), I suggest sending a request for feedback to our product developers about adding attachments. They may consider adding this feature to future updates.

     

    You can follow the steps provided by my colleague above on how to send a feedback request.

     

    In addition, you can refer to this article to learn how to record invoice payments in QBO: Record invoice payments in QuickBooks Online

     

    Comment on the post if you still have concerns about managing your invoices in QBO. I'm always here to help.

    A
    AKlem
    May 23, 2024

    Wow, this change is completely ruining our entire workflow as nearly 85% of what we invoice, are pass through linked billable expenses at no markup so the original receipt as an attachment is necessary. 

     

    I think we have to find a new accounting solution all together. 


    What a complete disaster. 

      J
      Jerm_jmacpack
      May 31, 2024

      This is word for word my very same issue! Adding billable expenses and the associated copy of the receipt for my clients to view is an essential part of our invoice work flow. I can't even imagine how many times Intuit has made changes like this that throws everything we do into a tailspin, oh, and is very quick to raise their prices for these new and improved features, AKA deleted features. Again, this is a basic and essential function in QB and should be set to a top priority to get resolved! Our company owner approached me this past weekend with a request to look into migrating to different accounting software – I believe his patience has been wearing thin for some time now.

        D
        danolschewski
        June 1, 2024

        I do the invoicing for our company - I would like to emphasize everything that's been stated above and in addition to this essential feature of attaching  receipts that's been removed (which I don't understand how your developers if they have any real experience with day to day use of accounting software can remove this), but also when doing invoicing I need to interject a subtotal in my invoice. Before, I could do that after the fact where needed.  Now, if I try to place a subtotal up in my invoice it places it all the way to the bottom.  So I have to remove everything below where I need the subtotal - insert the subtotal and re-enter all line items again below.  This wasn't the way it worked before!!!   So once again, make changes or supposed improvements, and it removes all the "simple" processes of producing invoices.  Please rethink your upgrades or should I say downgrades.  I need these simple features back IMMEDIATELY or move on to other software!!!

          Clark_B
          Clark_B
          June 1, 2024

          Hello there, Danol. I know how essential the subtotal is in the invoices so you can manage your business appropriately.

           

          I'll provide information about the subtotal changes in the new invoice interface in QuickBooks Online (QBO).

           

          After the recent updates, we can now add the subtotal without re-entering all line items again. To do so, simply follow these steps:

           

          1. Go to the +New and select Invoice.
          2. Select the Add product or service dropdown.
          3. Then, select Add Subtotal.

           

          You can also refer to the screenshot provided below for visual guidance:

           

           

          I'll also add this article to guide you record, edit, and delete expenses: Enter and manage expenses

           

          If you have any concerns about the subtotal that is placed at the bottom, please tag me in the comment section, Danol. I'll assist you in any way possible.

          AS-LLC_001
          AS-LLC_001
          June 3, 2024

          Just got off a call with customer support mentioned that new features and removed features are based on customer feedback.  I was told to use the feedback button if I would like to add a removed feature.  They would not let me speak to an engineer.

           

          QBO Customer leaving feadback:  "Sure wish I was I had more work.  Maybe Quickbooks can take away GUI features so things that are easy to do now, can take twice as long."

          QBO Engineer:  [Couple keystrokes]  "Done".  "Now you will need to add billable expense receipts to your invoices manually".  "Your welcome"

          Me:  "WTF"

           

          R
          RubiconBooks
          June 19, 2024

          This along with removing the ability to remove a time/expense line item without unlinking it from the invoice, QBO has gone way way way downhill with this new invoice "update". 

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