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misscecily
June 27, 2024
Question

New Edit Invoice User Experience - DISLIKE. How to add billable expenses to existing invoice in "Edit Invoice"

  • June 27, 2024
  • 1 reply
  • 0 views

The new user experience for "Edit Invoice" is killing me. I no longer see the option to add billable expenses to an existing invoice from a menu off to the right. There used to be an easy list of open billable items that you could select to add to your existing invoice, and this is only available SOMETIMES in an area called "Suggestions" but even that option is not continually available when I go in to edit a customer invoice.

 

Can anyone give step by step instructions on how to add billable expenses to an existing invoice while editing the invoice? I have had to delete and recreate invoices many times as a "workaround" since this was updated in QBO a month or so ago. Very frustrating.

 

And please, Intuit -- do not paste links on unrelated items and suggest that they are a solution -- just read my question and answer that, please. Thanks!

 

 

 

 

    1 reply

    K
    Kevin_C
    June 27, 2024

    Let me provide the exact instructions to ensure you can link your billable expenses to invoices properly, misscecily.

     

    When editing an existing invoice, you'll want to click the Suggested transactions hyperlink in the Suggestions section to see the available billable items for your customers. After that, you'll be able to locate specific transactions that can be associated with your invoice. See this screenshot for your visual reference:

     

    If your billable expenses aren't listed on the Suggested transactions page, please ensure that they will be incurred to the correct customer and they're not linked to other invoices.

     

    However, I suggest logging into your account through a private/incognito window if you don't see the Suggestions section of the invoice. The private window will not save any history, making it a good place to identify browser problems. Here's how:

     

    • Google Chrome: press Ctrl + Shift + N
    • Mozilla Firefox: press Ctrl + Shift + P
    • Safari: press Command + Shift + N

     

    If you're able to see the suggested transactions using a private browser, go back to your regular browser and clear its cache. Clearing the cache or cookies is the best way to get a clean slate for your browser. Otherwise, using other supported browsers can be a good alternative too.

     

    Moreover, you can visit this article about utilizing the templates in QBO and what other details you can add to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    I can provide you with accurate and helpful information about invoices in QBO. Should you need further clarification, simply drop a comment below. I'll get back to you at any time.

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