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May 26, 2024
Question

New Invoice Format Challenges with Receipts/Expenses

  • May 26, 2024
  • 1 reply
  • 0 views
In the new version of QuickBooks Invoices, it is difficult if not impossible to attach receipts to invoices for clients. I believe the issue may be how the invoice is brought into QB. I notice that receipts that are captured in the mobile app, can attach to invoices. However, receipts that are uploaded into QB do not appear as attachment on invoices.

In addition, I am experiencing other issues around the new invoice formatting. Is anyone else having these issues or something similar?

1 reply

May 26, 2024

Hello there, Christine.

 

Welcome back to the Community page. I'm here to assist you with your invoice concerns in QuickBooks Online. 

 

Currently, the option to add your receipts as attachments in the new invoice layout is still in development. I recommend uploading your receipts manually to an invoice in the Attachments section.

 

We're working to make your experience better with the new invoice layout in QuickBooks Online.

 

You can also consider customizing your invoice forms with the new invoice layout.

 

You're always welcome to post your concerns here on the Community page. We're here to assist you anytime.