Skip to main content
L
LCB2
December 6, 2023
Question

Invoice & transactions issues?

  • December 6, 2023
  • 1 reply
  • 0 views

As I was going through the books transactions I found that my husband had created a few invoices for example invoice 2190.

 

In viewing how he created invoices I saw that the Products and Services are mostly correct for his hours with some issues of adding blood work tests requested by the customer but then he manually added Expanses with a brief description instead of linking the expenses from the bank transactions. Mind you the invoice above has already been paid for by the customer. 

 

Next questions:

 

 Do I duplicate and delete the paid invoice... to then correctly create a project add the hours and link the expenses?

                                

Or do I just categorize the bank transactions as his business expenses and not link them to a customer as they have already been reimbursed?

1 reply

J
jeanbiverly_
December 6, 2023

I'm here to help, Leena.

 

Your chosen method will depend on how you want to keep track of your expenses and invoices.

 

If you want to link your expenses to the customer, you can consider duplicating the paid invoice and deleting the original. After that, you can make the necessary adjustments to connect the expenses correctly and add the hours. This way, you can maintain a clear record of the customer's payments and associated expenses.

 

Alternatively, if you prefer to categorize the bank transactions as business expenses without linking them to a customer, you can do so. Since the customer has already reimbursed the expenses, you may categorize them as business expenses and not link them to a specific customer. This is a more straightforward approach.

 

In case you need to send invoices over time as you work off an estimate, you can check out this article for more guidance: Set up and send progress invoices in QuickBooks Online.

 

Feel free to get back on this thread if you have follow-up questions regarding your invoices and transactions. Stay safe!

L
LCB2Author
December 6, 2023

Thank you for the clarification on this matter.

J
jeanbiverly_
December 6, 2023

You're welcome, Leena! I'm glad I could help you with your invoice and transactions. Please don't hesitate to contact us with any further concerns about QuickBooks Online (QBO). The Community is here to help you.

Terms & ConditionsAccessibility statement