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Gray5663
June 3, 2024
Question

New QBO - Bundling billable charges

  • June 3, 2024
  • 1 reply
  • 0 views

This new user interface/design makes the platform unusable. Specifically, this new design does not allow me to take billable charges (pulled in to QBO by our Amex in the banking transaction feeds) and add them to a reimbursable expenses bundle.

 

Previously, after marking the charges in the bank feed as billable to a client, I could open an invoice, select my line item “Reimbursable Expenses” which is a bundle, add the billable charges to the invoice and drag and drop them into the Reimbursable Expenses bundle. This allowed the expenses to bundle together and total up. The client would only see the main line item of Reimbursable Expenses and the total cost of all the billable charges I dragged and dropped into it.

 

Not having this feature, frankly, makes QBO useless. I know for a fact that our firm is not the only one that has issues with this. I work for another firm that has 5 different QBO accounts for 5 different subsidiaries. All 5 of them have the same issue. They cannot add billable charges to an expenses bundle either. So that is 6 QBO accounts that can no longer create and issue the majority of their invoices.

 

Is this permanent or does someone know a back door way to do this? Or am I looking for new software? 

    1 reply

    J
    JamesAndrewM
    June 3, 2024

    Thanks for detailing your concerns about billable charges in QuickBooks Online (QBO).

     

    Currently, the ability to take billable charges and add them to a reimbursable expenses bundle is unavailable in QBO.

     

    For now, I recommend sending your feedback to our Product Development Team. We would be more than happy to hear from you. Your insights will help us enhance the user experience and ensure that we continue to meet your needs effectively. Here is how:

     

    1. Click the Gear icon in the upper-right corner.
    2. Select Feedback under Profile.
    3. Share your feedback.
    4. Click Next to submit.

     

    Our product engineers will consider your suggestions, and you can always check the status of your request on our Customer Feedback website.

     

    I'm adding this article you can use in the future: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    If you have additional concerns about your billable charges in QuickBooks Online, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead!

    G
    Gray5663Author
    June 3, 2024

    This still doesn't answer my question. Is this a new permanent thing with the new interface or will this be addressed and changed back? I don't see why you would remove such a vital function of making invoices. 

      A
      AbegailS_
      June 3, 2024

      Thanks for getting back to us, Gray.

       

      We recognize that the recent changes to the QBO user interface have had a significant impact on your firm's ability to manage invoicing and reimbursable expenses efficiently.

       

      Your concerns are valid, and we will ensure they are heard by the appropriate teams. Nevertheless, please know that our product engineers are always open to any suggestions that will benefit the number of business owners and improve the application. 

       

      With this we encourage you to continue sending feedback ,this way, they can consider this feature to be added to future updates.

       

      Moreover, you can track your project’s profitability by utilizing this article: Set up and create projects in QuickBooks Online

       

      Feel free to get in touch if you need further assistance with the billable expenses. I’m just one post away from assisting you. 

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