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kkeffler-volzcom
November 11, 2023
Question

Can I make a billable expense charge closed (or converted) without making it into an invoice? It still needs to be marked billable.

  • November 11, 2023
  • 1 reply
  • 0 views
Some clients like the invoice to be done in a specific way, so I expense them the total with receipts instead of each line item.

1 reply

C
CamelleT
November 12, 2023

Making a billable expense charge closed without making it an invoice isn't possible, kkeffler.

 

In QuickBooks Online (QBO), billable transactions can't be marked as closed unless it's linked to an invoice and paid by the customer. We consider our customer's ideas and suggestions. This will help us refine user's needs. In the meantime, while your expected feature is unavailable, I suggest you send feedback to our product engineers. Here's how:

 

  1. Tap the Gear icon in the upper right and choose Feedback under Profile.
  2. Enter a description of your product suggestions in the field box.
  3. Click Next to submit it.

 
Just leave a comment below if you have further concerns about managing billable expenses. I'll be here to assist you. Stay safe!

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