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warrensalt
May 11, 2024
Question

Adding Expenses to an existing invoice on Quickbooks Online Plus

  • May 11, 2024
  • 1 reply
  • 0 views

The newest version of Invoicing does not all an existing invoice to be edited and add expenses.  I have reviewed the previous troubleshooting items including clearing caches, running QBOnline in a private browser and attempting the changes on multiple computers.  I used to be able to create an invoice at the start of the project.  Gradually collect the expenses and add them progressively.

The only solution I can find is to delete the invoice, then create a new invoice.  With a larger project this is a huge undertaking.  From a new invoice I can pick the expenses and add them with no issues.  Then, when I save the invoice and the option to add expenses disappears I am unable to link additional expenses.

THIS IS SO FRUSTRATING AND SUCH A WASTE OF TIME.  THIS WORKED LAST MONTH AND NOW WILL NOT WORK!

    1 reply

    I
    IrizA
    May 11, 2024

    I can see how this feature would benefit your business, Warren. I'm here to help add your billable expense to your invoice using new experience. 

     

    Before following the steps below, please check if the Billable box contains a checkmark as you create your Bill, Expense, or Check. To proceed, you don't have to delete and create a new invoice to add the expense to an existing invoice. Navigate to the Manage option within your invoice and locate your billable expense. 

     

    Here's how: 

     

    1. Go to the Sales menu within your left navigation panel. 
    2. Choose Invoices. 
    3. Find an existing invoice you'd like to modify and click Edit under the Action column.
    4. At the upper portion of your forms, click Manage. 
    5. Press the Suggestions dropdown.
    6. Tap the Suggested transactions. 
    7. Choose a transaction and click Add. If all listed transactions must be added to your invoice, press Add All.
    8. To close the Suggested Transactions, click the arrow located beside it. 
    9. Press the small X to close the Manage menu. 
    10. Once done, you can press Save, the dropdown beside it, or the Review and Send dropdown. 

     

    I'll leave some screenshots that you can use as a visual reference: 

     

     

    You can also personalize your forms and add some specific info: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

     

    We're still here to back you up whenever you need further help regarding adding billable expenses to an invoice or anything related to QuickBooks. Just let us know by leaving your concerns in the comment section. 

    C
    Crescendo Business Solutions
    June 28, 2024

    Thank you for this information. It does work, but seriously? What happened to the easily seen indication that an expense is waiting to be invoiced? And the easy way to add it? This is new and improved?

      M
      MelroseV
      June 28, 2024

      Thank you for joining this thread, Crescendo.

       

      If you create a new invoice, the bill will automatically appear on the Invoice page. If you're editing an existing invoice to add the billable expense, it won't appear automatically. In this case, you can manually find it in the Suggestions section. You can refer to the steps given by my colleague @IrizA.

       

      I recommend sending feedback directly to our product engineers about the new invoices. Your suggestions are greatly appreciated.

       

      Here's how:

       

      1. Select the Gear icon and choose Feedback.
      2. Fill in your suggestions in the Feedback field.
      3. Select Next to send it.

       

      Additionally, here's an article for complete details on receiving customer settlements: Record invoice payments in QuickBooks Online.

       

      Please don't hesitate to add a comment here if you have additional concerns regarding invoices. I'm just a reply away. Keep safe and have a good one.

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