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Alex_lawyer
March 25, 2025
Question

How do I link an expense receipt to a client in Solopreneur? This was easy in SE but now I have to manually search for receipts and add its amount to a client invoice, which is very time consuming and error prone

  • March 25, 2025
  • 1 reply
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When I invoice I not only charge for my own work, but there are also expenses I need to recoup. In QuickBooks self-employed, it was easy to link each receipt to a customer so then they would be included in the next invoice to that customer. That doesn’t seem to be the case Anymoreso now I have to manually search receipts and copy its content to invoices, which is very cumbersome and prone to errors. More so, not being able to link expense receipts to customer makes the profit and loss per customer report completely useless

    1 reply

    Bryan_M
    Bryan_M
    March 26, 2025

    Hey there, Alex. I see how precious your time is. Currently, the feature to link expense receipts directly to invoices is unavailable in QuickBooks Solopreneur.

     

    In the meantime, you can continue manually entering the information and amounts in the invoice and add the receipts as Attachments to link it.

     

     

    You might want to learn how to designate bank transactions to the correct accounts. Check out this article: Categorize bank transactions in QuickBooks Solopreneur.

     

    For more queries about linking expense receipts to your invoices, click the Reply button below. We'll ensure to assist you. Have a good one.

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